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 protection, 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 from 2013 - 2022.  The Platinum Council (previously know as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients.

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. 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

Charlie provides comprehensive wealth planning for individuals, families, business owners and institutions.  He brings over 22 years of experience advising clients on various planning and investment strategies.  By combining wealth planning with portfolio management, Charlie's clients benefit from highly customized plans and individualized investment portfolios.

Charlie is a CERTIFIED FINANCIAL PLANNER™ or CFP^® Professional. This is one of the most highly regarded designations for financial advisors.  It identifies individuals who have met the rigorous experience and ethical requirement of the CFP Board.  Including extensive training in financial planning, insurance/risk management, investments, taxes, employee benefits, retirement and estate planning.  The CFP^® professional also agrees to meet ongoing continuing education requirements and ethical standards.

With extensive experience throughout major shifts in the markets, Charlie specializes in individual portfolio management.  He is a Private Investment Management (PIM^®) Portfolio Manager.  The criteria for this certification is one of the most stringent within the firm.  To be granted this designation; the PIM^® Portfolio Manager must have proven experience as a portfolio manager, substantial assets under management, industry experience and advanced training.  Less than 10 percent of the firm’s financial advisors have met the criteria to act as PIM^® Portfolio Managers.

Charlie is well versed in developing retirement plans for business owners.  This includes profit-sharing, traditional / safe harbor 401(k) and defined-benefit plans.

Charlie has earned an undergraduate degree in Finance and a Master of Business Administration, both from West Virginia University.  He completed the requirements for a Certificate in Financial Planning from Wake Forest University School of Business.  In addition, Charlie has achieved distinguished status with an AAMS^® (Accredited Asset Management Specialist) professional designation through the College for Financial Planning.

He has the following financial industry registrations: Series 7 - General Securities Representative, Series 66 - Uniform Combined State Law (Investment Advisory Representative), Series 3 – National Commodities Futures (inactive) and life/health insurance licenses.

Charlie spends his free time with his wife, Carrie and their two sons, Chase and Anthony.  They like to travel and stay active together as a family.  

In the community, Charlie and Carrie focus their philanthropic support on education and a healthy, active lifestyle.  They are Community Partners of St. Francis School in Morgantown, WV.  Also, they sponsor numerous local youth organizations in Monongalia and Marion counties.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

CA Insurance License Number: 4301157 Resident State WV

As the Operations and Administrative Manager, Peggy is responsible for overseeing the Oates Labritz Wealth Management client service experience. She draws on over 30 years of industry experience.  Utilizing her knowledge of the investment planning process and operational functions, she delivers an exceptional level of personalized service for our clients and their families. Her commitment to providing proactive support and empathetic guidance ensures that our clients receive the best possible experience.

In addition to Peggy’s client responsibilities, she also strives to maintain and improve our workflow of operations in the daily administration and long-term business planning. Her experience with adapting to new compliance rules and regulations over the past 30 years makes her an invaluable member of our team. However, it is echoed from our clients that her caring and compassionate personality is perhaps her most valuable trait.

Peggy and her husband John, are both natives of Morgantown, WV.  She is very close with her daughter Lyndsey and they all love spending time together as a family watching movies and cooking.

As a Client Associate, Sarah delivers comprehensive service to our customer’s needs. She focuses on operational and administrative client-centered support, while coordinating with all team members to ensure that appropriate actions are executed accurately and timely.

Prior to joining Oates Labritz Wealth Management, Sarah accumulated industry experience as a Branch Office Administrator with a national investment company. Sarah’s passion for helping others, her endearing personality, along with her industry knowledge, are invaluable qualities that enhance the client experience. 

Sarah is a native of West Virginia, and a proud daughter to a coal miner and a school teacher. In her free time she likes to stay active, spend time with her family and enjoys going to local coffee shops around the Morgantown area.