A disciplined approach, a comprehensive financial solution, and the security of a long-term relationship

At Oak Asset Management, it is our belief that wealth properly managed is wealth with a future.  We specialize in providing clients with customized wealth management strategies and solutions.  Our tailored services include everything from retirement planning, to developing methods for funding higher education, to creating intricate financial strategies.  Working from our analysis of your current financial situation and agreed-upon investment goals, we formulate a carefully conceived plan to help you achieve your objectives.  We use a disciplined consultative process to create customized, managed portfolios. We work with our clients to construct, implement and monitor an asset allocation strategy that will help the client achieve their many objectives while at the same time manage risk.  Our entire process is centered on strategic asset allocation - your optimal combination of stock, bonds, cash and more specialized investments, to provide growth and income at a level of risk you feel comfortable with.

We work closely with our clients to identify their short and long-term goals and understand the nature of their existing portfolio.  Our primary objective is to make your portfolio grow, be your trusted advisor and help make your financial dreams become reality.  We have over 25 years of knowledge and expertise to sort through options and recommend a strategy that can address all aspects of your financial life.

Our investment strategy combines broad asset class diversification while passing on a low cost structure to our clients.  We help clients achieve their financial goals through an organized framework and methodology based on academic research and the efficiency of the capital markets.

Oak Asset Management provides highly customized financial advice, investment solutions and brokerage services to individuals, families, corporations and foundations.

We are dedicated to serving our clients through a relationship based on intimacy, integrity, and mutual trust.  You will find that we take a distinctly different approach to wealth management.  We recognize that you face an ever increasing set of financial challenges - family life, business matters, investments,  college planning, retirement, wealth transfer solutions and dozens of other complex considerations.

Rather than offering prepackaged products, you need access to quality investment solutions founded on your unique situation.  We help you manage the many financial rewards and responsibilities that come with success. We will take the time to understand how your finances relate to your life and provide you with the powerful solutions for growing and preserving wealth while making every attempt to enhance your quality of life.

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck