Broker Check
Investment Strategy Simplifying the Complex Caring Independence
 

Investment
Management

 

Retirement
Income

 

Financial
Planning

 

Our
Mission

Partnering With You to Pursue Your Financial Goals

Knowledgeable, trustworthy and caring are a few words that describe the advisors at Oak Wealth Management. We look out for your best interests while working with you to build a lasting relationship as we assist you on your journey of pursuing your financial goals.

Our comprehensive retirement planning advice and guidance for individuals, families and business owners begins with our consultative approach. We are dedicated to assisting you pursue:

  • Preserving, growing, and managing your wealth
  • Preparing for retirement and unexpected events
  • Developing a legacy to benefit loved ones and future generations

Our planning process begins with listening to you and analyzing your situation, goals and objectives before developing strategies designed to assist you in working towards your goals. Following the implementation of your plan, we monitor your progress toward your goals with periodic reviews to help you stay on course.

As your financial partner, we respond to your needs using clear, simple language. We pledge to lead you with great care along the path to pursuing your goals.

Contact Us

Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

4 Reasons for the Return of Market Volatility

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow