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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.

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Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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