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.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
It's important to make sure your retirement strategy anticipates health-care expenses.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding the cycle of investing may help you avoid easy pitfalls.