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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When to start? Should I continue to work? How can I maximize my benefit?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
An inside look at how marginal income tax brackets work.
Tips on insuring your teen driver.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.