Broker Check

Team

At Oaks Wealth Management, we believe our teamwork approach offers a broad perspective of the financial services industry and provides an increased benefit to our clients.

Through our partnerships with NFA Wealth Management and LPL Financial, we have access to a team of compliance experts, support specialists and a fully-staffed independent insurance division. Additionally, comprehensive clearing and compliance services and independent research are available along with leading technology and tools that ensure we meet our client’s financial goals.

We will help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation
  • Risk management analysis

We are ready to answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough? Smart enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our team provides the right solution, for the right reason, at the right time. 

 
Jonathan joined the financial services industry in 2002 and spent the first few years of his career working for a large retail bank with a team of advisors and bankers managing high net-worth clients.

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Tracey Collazo

Director of Commission/Underwriting, Life Division

210-737-7800