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13555 Bishop's Court
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever.
We'll work with you and your family to develop a tailored, personal strategy that meets your needs.
The very purpose of your work with us-- your trusted, confidential financial professional-- is the happiness and success of your retirement and beyond.
Learn why our founder created this firm,
Learn why its name is Oak Tree,
Learn what principles set us apart from any other firm.
You will hear, feel and see the Oak Tree difference.
.. Highly skilled, yet small enough to truly care ..
At Oak Tree, we speak of the classic "Business Cycle" and the strategic "Financial Life Cycle" . .
Our client reviews include discussions of Risk Tolerance, Financial and Life Goals, Timeline/Horizon, Resources in Retirement, Recent Market Trends, Historical Lessons and Current Events. Are you familiar with the financial life cycle?
The Financial Life Cycle
Our professional calling is to be much more than just good money managers.
At Oak Tree our caring advisors have 175 years of financial planning and wealth management experience . . . we truly listen, care and, we personally respond.
Feeling lost in the shuffle?
Not with us.
. . Highly skilled, yet small enough to truly care . .
Enjoy our articles we call, "A Deeper Dive." Each is prepared by one of our advisors. If you find the information useful, please bookmark our site and tell your friends and family. Welcome!
The Business Cycle
It May Be Time for a Financial Checkup
Expert Financial Advice
Our caring, knowledgeable and experienced advisors listen to you, plan with you, and execute for you.
Once Upon a Goal
Understanding the SECURE Act
When Markets React
We create custom, personalized strategies tailored to your needs and your goals.
We listen, we probe, we ask, we discover, we guide, we suggest, we learn what's important to you and why.
And to the extent that YOU'RE interested, we have a wealth of educational and informational materials and seminars to share. We truly look forward to meeting you and working with you. Welcome!
Enjoy getting to know us and how we can help!
It's filled with brief educational articles, slideshows, videos and calculators.
Dig deeper. Have some fun. Let us know what you think.
For more information:
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed as to how various investment instruments really work. Want to know how you rank?
Challenge yourself with our brief, fun quiz: "Test Your Investment Awareness."
AN IMPORTANT PROTECTION FOR YOU: Effective Summer 2020, when making a recommendation to a customer regarding any account, securities transaction or investment strategy involving securities, the regulation entitled Best Interest (Reg BI) requires all financial professionals to act in the best interest of the customer, and to not put financial or other interests of the broker ahead of the customer's best interest.
We have the ability to meet with you by phone, by computer screen, and, with appropriate social distancing in-person in our offices using face coverings (statewide mandate as of August 1st 2020.) We have large screen televisions in our meeting spaces that we can use to conveniently and confidentially share your account information and planning documents. Please don't hesitate to call for an appointment. We are delighted to serve you. Welcome!