Oldfort Wealth Management

Who We Are

Whether you’re facing retirement—or looking to better understand certain investment ideas— our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Our staff prioritizes client communication and accessibility. We prioritize having the proper technology, software, and staff to make sure that we are available to our clients.
We maintain a consistent process, so that clients will always know what to expect.
the cornerstone to building trust with our clients lies in our honesty and transparency. We believe that values matter.
Take a look at our website and social media to see the educational materials we share with the public and our company-hosted events.
Our focus is your focus: your financial future, personalized to meet your needs and goals.

Old Fort’s GROW Process

Goals:

We begin our process by discussing your financial goals and determining how we can help you achieve them.

Reality:

When we determine your goals, we then have to create a strategy that is personalized to you and your risk tolerance.

Options:

There is no option for “one size fits all.” Once we determine our strategy, we want to give you the chance to choose what you believe best suits you.

Way Forward:

We end our process by implementing the plan and – with our technology and resources – looking into the future to show you how we want to help you to succeed financially.

Schedule a Meeting

Click the button below to schedule a meeting with Melanie at our Fort Smith office.
200 N. Greenwood Avenue, Suite 1
Fort Smith, AR 72901

Schedule a Meeting

Click the button below to request a meeting with Melanie in Northwest Arkansas. NWA Meeting subject to approval by Melanie and her team at Radcliff.
Please keep in mind: If the time/date that you require is not available through our scheduling portal, contact us for requests:
Office Phone: (479) 488-4635

SCHEDULE FOR NORTHWEST AR