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About Us. Insight. Our Team. Understanding. Our Mission. Your Goals. Our Services. Your Needs.

Independent

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.

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Caring

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.

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Teamwork

“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.

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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.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A bucket plan can help you be better prepared for a comfortable retirement.

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Women must be ready to spend, on average, more years in retirement than men.

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It's easy to let investments accumulate like old receipts in a junk drawer.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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