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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
However exciting retiring abroad may sound, it deserves considerable planning.
When considering life insurance, it's important to understand your options.
Tips on insuring your teen driver.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
What kind of auto insurance should you have? Do you know?
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
You’ve made investments your whole life. Work with us to help make the most of them.