First Oak Wealth Management strives to make a difference in our client’s lives as well as help the communities around us.  We initiate, partner with and drive sustainable social entrepreneurial ventures.

We coordinate with your tax and legal experts to provide solutions to help you achieve your dreams.

There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned.  We create an investment and comprehensive financial plan, guiding you through life changes to help keep you from running out of money before you run out of time.

Simplify.  Consolidate.  Coordinate.  Advise.

Advisory Services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC, a registered investment advisory firm.

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