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.
Ascertaining the value of your business is important for a variety of reasons.
Earnings season can move markets. What is it and why is it important?
The federal government requires deceased individuals to file a final income tax return.
Apps that help small business owners better manage and grow their business.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?