Simplify. Consolidate. Coordinate. Advise.
First Oak Wealth Management is an Independent Registered Investment Advisory (RIA) firm located in Raleigh, North Carolina. Being independent means we work for you, and not a big brokerage firm.
Whether you are an individual, family, business or foundation, we take the time to get to know you so we can help you invest your liquid assets based on a deep understanding of your needs and goals.
We also help individuals and families with retirement and financial planning … coordinating with your tax and legal professionals to put together an all-encompassing holistic investment strategy.