First Oak Wealth Management

With our combined experience in financial services, we knew there were aspects of the advisor-client relationship we wanted to approach differently. We created our firm and our fee structure from our client's perspective; focusing on what we would want, as clients, from an advisory firm for ourselves and our families.

Sometimes, your goals and objectives don't quite line up with your assets and how they're invested. That's where we come in. We'll provide the information you need to make informed, confident decisions about your financial future. We leverage our collective expertise along with a broad array of tools, information and resources to develop a sound, scenario-tested recommendation.

This robust level of relationship allows us the most insight into your financial planning needs. Through years of experience, we have found that results are maximized when we partner with you and have a complete understanding of your vision, challenges, fears and financial objectives. For each phase in the cycle, we will create strategies to minimize taxes, monetize and protect assets, maximize growth and ultimately transfer wealth.

Your financial plan is the comprehensive roadmap that will guide your financial life and includes investment management, tax planning, cash flow analysis, risk tolerance assessment and estate planning considerations. Wealth Creation: For most people, this is the time in their life when they are actively earning and adding to their wealth and investments.

As an independently-owned, fee-only firm, First Oak is not incentivized to recommend specific investments or commission-based financial products. Your investment strategy is built solely based on your needs and priorities. When planned, implemented and rebalanced appropriately, investing your wealth can be a key source of financial growth over the long-term.