Wealth Management

At its core, a wealth management plan is centered on your answers to the question:
“What is important to you?”

We believe a wealth management plan is comprised of three essential elements:

  • A comprehensive financial and retirement plan
  • Sound investment management
  • Two-way, on-going communication between you and First Oak

This robust level of relationship allows us the most insight into your financial planning needs. Through years of experience, we have found that results are maximized when we partner with you and have a complete understanding of your vision, challenges, fears and financial objectives.

Our approach to wealth management includes the entire life cycle of wealth:

  • Creation
  • Preservation
  • Distribution

For each phase in the cycle, we will create strategies to minimize taxes, monetize and protect assets, maximize growth and ultimately transfer wealth.