We acknowledge that high net worth people need much more than management of their asset portfolio. We're a team of experienced professionals who are dedicated to delivering comprehensive wealth management services grounded in wealth preservation principles. One aspect of a Black Swan market is you don't see it coming until it lands on your shoulder.
Services
We are a team of experienced professionals who create and implement comprehensive strategies for our clients to achieve their financial and life goals. We believe that we are different from other financial firms. We are passionate about finding true solutions for our clients, not selling them products disguised as a financial plan.
Fred Lee is a CERTIFIED FINANCIAL PLANNER and Wealth Advisor for Oak Springs Wealth Management. He brings investment, banking and financial advising experience to Oak Springs with a long history of positions as a financial advisor and investment representative. As private wealth advisor, Fred provides the client an objective view of their financial situation.
We acknowledge that high net worth and affluent people need much more than just management of their asset portfolio. Oak Springs Wealth Management understands the need to have a sophisticated and performance-driven team actively managing the full spectrum of activities that are directly correlated to building and preserving one's wealth.
We provide family office services for wealthy families and individuals with a focused level of attention and solutions. Our family office services are provided on a fee basis meaning that all recommendations are not commission driven.
Services include a comprehensive oversight of all financial assets, the collection of mail and payment of all bills, negotiations for services being sought by the family and a monthly reporting of income and expenditures.
Services include a comprehensive oversight of all financial assets, the collection of mail and payment of all bills, negotiations for services being sought by the family and a monthly reporting of income and expenditures.
People are living longer. In fact, many people today will spend one-third of their life in retirement. Oak Springs Wealth Management believes financial planning is a life-long, ongoing process. We also believe in improving your personal balance sheet.
Understanding the relationship your assets have to your liabilities, the steps you can implement to lower debt and grow the value of your illiquid assets, and the investment options available for your liquid assets will enable you to increase your net worth.To grow liquid assets we tailor and manage an investment portfolio designed to achieve your wealth goals.
Understanding the relationship your assets have to your liabilities, the steps you can implement to lower debt and grow the value of your illiquid assets, and the investment options available for your liquid assets will enable you to increase your net worth.To grow liquid assets we tailor and manage an investment portfolio designed to achieve your wealth goals.
Reviews
Be the first to review Oak Springs Wealth Management.
Write a Review