Investment Services

Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. Our financial planning and investment management programs are carefully linked. We work to protect the wealth you have already accumulated by thoroughly evaluating and minimizing the risks you face. Then we establish a plan for growing your wealth and preserving your wealth, so that you can move toward your most important financial goals.


Our research team establishes a unique set of asset allocation models, centered on our core investment belief of capital preservation. We take a conservative approach to the markets. We also work with a broad team of carefully selected and talented partners, who help complement our analytical capabilities in select areas. We look for partners that have a proven track record of success, as well as a commitment to integrity and values that are consistent with our very own.


Communication is key to our investment management approach. We want you to be fully informed about the implementation of your personalized investment strategy.  As an independent firm, First Oak Wealth Management is under no obligation to recommend specific investments or financial products. We do not have to satisfy sales or earning quotas. An investment strategy is built based on your family’s needs and priorities.


Our commitment is to earn your trust and confidence by being objective and independent, offering the highest-quality financial management and advice.