Michael and his team at Oates Labritz Wealth Management, take a holistic approach to finding all the right solutions for their client’s needs, both short and long term.  Finding the right solutions demands an approach that creates a strategic vision of what can be achieved. By leveraging the resources of a full service brokerage firm and then implementing those strategies, we are confident in our ability to help our client’s achieve their desired outcome. This process encompasses every aspect of a client’s life. From personal budgeting, retirement planning, investment management, tax awareness, estate planning solutions, insurance and asset preservation, along with our collaborative partnerships with CPA’s and Attorney’s we are able to bring all the necessary professional resources together in a focused, customized client experience. This approach has allowed us to provide reliable and timely advice to a diverse group of individuals, families, businesses, foundations, charitable organizations, trusts and corporate retirement plans.

As the Managing Director and Co-Founder of Oates Labritz Wealth Management, Michael brings over 22 years of Financial Advisor experience to his client relationships. Michael has earned the distinction of Platinum Council member for years 2013 to 2023.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structures.

Michael served as an Ambassador to Wells Fargo Advisors Home Office for over 10 years. This exclusive group of individuals played an essential role within the firm by providing feedback and guidance directly to the firm on a wide array of priority topics.

Michael was selected as a participating member of the Greater Pittsburgh Market Board of Director’s with Wells Fargo Advisors. This select group of leaders helped to provide feedback and guidance to our local Market Leader’s as part of their yearly planning efforts.

Michael achieved the coveted Top Gun - Pacesetter Award during his time in New York City, NY.

In addition to Michael’s traditional retail clients, he has also been a valuable advisor with over 20 years of experience working with Personal Injury Attorneys (Plaintiff Attorneys) and their clients (victims and victim’s families) as a valuable resource when evaluating the future financial needs of these individuals. While Michael is not providing legal advice, he is acting as a trusted Financial Advisor with extensive experience working closely with legal teams, their clients and the insurance companies structured settlement teams. These are life changing events that have very impactful consequences if the outcome of these monetary settlements are not handled with the best of care.

Michael also has extensive past experience in both Commercial Real Estate and Residential Rental Real Estate. As a previous owner and operator, this business and real estate experience has enabled him to become an invaluable resource to his clients when assisting the many decisions they face in their related businesses and investments.     

Michael holds the following FINRA Registrations:  General Securities Principal FINRA Series 24, General Securities Representative Qualification Series 7, Uniform Securities Agent State Law Series 63, Uniform Investment Advisor Law Series 65, and the Life and Health Insurance License.

Michael has been committed to the Morgantown community he has called home his entire life. He has served as a board member and as the Chair of the Greater Morgantown Heart Walk, which raises money and creates awareness for heart disease. He has served as a board member of The First Tee of North Central West Virginia, which promotes positive youth development through the game of golf. His passion for golf also led him to sponsor the annual Oates Charity Golf Tournament, which has raised money for various local charities for over 15 years.

In his personal time, he loves spending time with his wife Jenna and twin daughters Gianna and Sofia. He also enjoys playing golf and spending time at Deep Creek Lake, MD. He is currently a member of the Pete Dye Golf Club in Bridgeport, WV and the Pines Country Club, in Morgantown, WV.


CA Insurance License Number: 4300966 Resident State WV

 

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Jordan joins Oates Labritz Wealth Management as a Registered Client Associate, bringing a wealth of knowledge and experiences in the financial services industry. A proud West Virginia native, Jordan grew up in Paden City and has always been passionate about finance and helping others navigate their financial journey.

Jordan completed his undergraduate studies at West Liberty University, where he double majored in Accounting and Finance. His academic accomplishments laid a strong foundation for his career in finance, equipping him with the skills necessary to understand complex financial instruments and provide valuable insight to clients.

In 2021, Jordan began his professional journey at Ameriprise Financial, where he honed his expertise in client relations and investment strategies. His commitment to excellence led him to earn several key industry registrations, including the Securities Industry Essential (SIE) exam, FINRA Series 7, and 66 exams, as well as life and health insurance licenses. This robust educational background and professional training enable him to offer comprehensive operational guidance to our clients. 

Now residing in Morgantown, Jordan continues to embrace the vibrant community spirit of West Virginia. In his free time, he enjoys golfing with friends, working out at the gym, and passionately cheering on the West Virginia Mountaineers. His enthusiasm for sports reflects his competitive nature and dedication to teamwork, qualities that he brings to his role here at Oates Labritz Wealth Management.

At Oates Labritz Wealth Management, Jordan is excited to leverage his skills to support our financial advisors as they help clients in achieve their financial goals. With a strong commitment to providing personalized service and fostering long-term relationships, he looks forward to making a positive impact in the lives of those he serves.

Emily Liddle believes that a great wealth management office starts with exceptional service. As a Client Associate at Oates Labritz Wealth Management, Emily serves as a dedicated point of contact for our clients and her role is central to the practice’s daily operations, where she manages account inquiries, prepares detailed financial research, and assists our Financial Advisors in performance data analysis.

With seven years of specialized experience in the banking and financial services industry, Emily has a proven track record of navigating complex financial documentation and providing comprehensive support for diverse client needs. Emily excels at translating intricate financial procedures into smooth, professional experiences for the families we serve. Additionally, her three-year background in digital content and statistical analysis gives her a unique edge in maintaining clear, modern, and effective communication across all our client platforms.

A graduate of Fairmont State University and a Fairmont native, Emily now resides in Morgantown with her husband, Wes, and their daughter, Isla. Outside of the office, she is an avid runner and photographer who enjoys volunteering and spending quality time with her family.