Oasis Advisors Dustin Wright

Oasis Advisors Dustin Wright Wealth Management Advisor helping business owners and families implement the Oasis Wealth Planning Process

Peace of Mind Comes from Knowing Your Plan Is ReadyEstate planning isn’t just for “when something happens.” It’s about g...
06/05/2026

Peace of Mind Comes from Knowing Your Plan Is Ready

Estate planning isn’t just for “when something happens.” It’s about giving yourself and your family clarity today. What I’ve found with clients is that once we review and organize their estate documents, they feel a noticeable sense of relief — knowing that their wishes are documented, their loved ones are protected, and their plan is up to date. If you’ve been putting off updating your estate plan, or if you’re not sure where to start, I’m here to help you simplify it.

Book a 15-minute discovery call and let’s talk about what peace of mind looks like for you: https://cal.com/dustinwright

Advisory Services offered through Oasis Advisors, LLC an Investment Adviser registered with the U.S. Securities and Exchange Commission.
NOT A RECOMMENDATION The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.
PAST PERFORMANCE Past performance of investments is no indication of future results.

Why Beneficiary Designations Matter More Than You Might ThinkOne of the simplest but most important parts of estate plan...
06/04/2026

Why Beneficiary Designations Matter More Than You Might Think

One of the simplest but most important parts of estate planning is keeping your beneficiary designations up to date on retirement accounts, life insurance, and bank accounts. What many clients have discovered is that outdated or missing beneficiaries can lead to unnecessary delays, extra taxes, or assets going to someone you no longer intend. A quick review can prevent a lot of future complications. Have you checked your beneficiary designations lately? It’s one of those small steps that can make a big difference for your loved ones.

Book a 15-minute discovery call here: https://cal.com/dustinwright

Advisory Services offered through Oasis Advisors, LLC an Investment Adviser registered with the U.S. Securities and Exchange Commission.
NOT A RECOMMENDATION The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.
PAST PERFORMANCE Past performance of investments is no indication of future results.

Estate Planning Is About More Than Just a WillMany people think “I have a will, so I’m all set.” What I’ve found with cl...
06/02/2026

Estate Planning Is About More Than Just a Will

Many people think “I have a will, so I’m all set.” What I’ve found with clients is that a complete estate plan is about so much more — it’s about making sure your wishes are clear, your family is protected, and your assets go where you want them to go with as little stress and cost as possible. What we can do for you is help simplify the process and explore the possibilities that may exist for your family. A thoughtful estate plan can bring real peace of mind, knowing that the people and causes you care about are taken care of. If you’ve been meaning to update your estate plan (or create one), I’d welcome the chance to talk through what makes the most sense for you.

Book a 15-minute discovery call and let’s talk about what peace of mind looks like for you and your family: https://cal.com/dustinwright

Advisory Services offered through Oasis Advisors, LLC an Investment Adviser registered with the U.S. Securities and Exchange Commission.
NOT A RECOMMENDATION The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.
PAST PERFORMANCE Past performance of investments is no indication of future results.

06/02/2026

June is National Homeownership Month! Ready to plan your dream home?

🏠 Review your credit score: A strong score can secure better loan terms.
🏠 Save for a down payment: Start building your savings for upfront costs.
🏠 Understand costs: Consider taxes, maintenance, and insurance in your budget.
🏠 Explore mortgage options: Fixed, adjustable, or FHA loans may suit different needs.
🏠 Plan for the future: Make sure homeownership fits your long-term goals.

A home is more than a purchase—it’s an investment in stability!

Roth Conversions and Your Bigger Financial PictureA Roth conversion isn’t just about taxes — it’s about creating more fl...
05/29/2026

Roth Conversions and Your Bigger Financial Picture

A Roth conversion isn’t just about taxes — it’s about creating more flexibility and tax-efficient income in retirement. It can also help with future Required Minimum Distributions (RMDs) and leave more tax-free money to your heirs. What I’ve found with clients is that when we look at Roth conversions as part of the bigger plan — alongside your income needs, legacy goals, and overall tax strategy — the right decision usually becomes much clearer. If you’d like to explore whether a Roth conversion could support your retirement income plan and give you greater peace of mind, I’m here to help.

Book a 15-minute discovery call: https://cal.com/dustinwright

Advisory Services offered through Oasis Advisors, LLC an Investment Adviser registered with the U.S. Securities and Exchange Commission.
NOT A RECOMMENDATION The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.
PAST PERFORMANCE Past performance of investments is no indication of future results.

05/28/2026

Let’s save smarter! Start with these steps:

💡 Automate deposits: Save without thinking about it.
💡 Start small: Consistency matters more than amount.
💡 Identify savings goals: Make your efforts purposeful.
💡 Build a habit: Save something from every paycheck.
💡 Celebrate progress: Achieving small victories can contribute to your motivation.

Every little bit adds up over time!

Address

Bartlesville, OK
74006

Telephone

+19185530037

Website

Alerts

Be the first to know and let us send you an email when Oasis Advisors Dustin Wright posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category