In today’s complex financial world, significant differences can be found among individuals offering investment management and wealth advisory services. Working with a truly independent advisor who adheres to a fiduciary standard is a must.Learn More
Listening, understanding and communicating provide the foundation of any good relationship and are vital to developing a plan to meet your financial goals. Execution is only one part of a successful financial strategy. Learning "why" you feel the way you do and making sure you are comfortable with the strategy we are putting forth is equally as important. We strive to understand your values and goals before making any recommendations.Learn More
“No man is an island.” We believe our team approach allows us to remain independent and still provide a diverse and complex set of solutions for our clients. Through our partnerships with NFA Wealth Management and LPL Financial, we can help you navigate any financial situation.Learn More
Work with a partner you know and trust
Established as a client-focused, process- driven, investment management company, Oaks Wealth Management believes that shared values and core beliefs are more important than account size.
We emphasize listening to our clients, understanding and documenting their goals, and working together to develop a comprehensive financial plan.
At Oaks Wealth Management our focus is building long-term relationships, treating our clients like family, and putting their needs ahead of our own.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This worksheet can help you estimate the costs of a four-year college program.
Knowing your options when a CD matures can help you make a sound investment decision.
Read this overview to learn how financial advisors are compensated.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like old receipts in a junk drawer.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”