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At Oak Tree Financial Services in Brookfield, we utilize a money management model and we do NOT disregard the smaller, hard-working investor!
Whether you have $50K or $5-million, we will help you maximize your individual strategy, stay focused, stay disciplined and help you realize your lifetime goals.
Our method focuses on the four phases of the business cycle as it relates to company and economic performance.
That information is synthesized with investing and market fundamentals. Ongoing portfolio adjustments are made based on your own personal asset allocation and specific risk tolerance.
Our methodology can be an effective way to help widely varied clients who have particular and highly individualized goals, needs, income expectations and timelines.
We will help you maneuver through what can be the complex financial-services world, better understand it, and be confident in your ongoing plans and results.
EVERY CLIENT IS DIFFERENT --
No one strategy fits everyone. That's why every client gets our undivided listening and personal attention—from planning, to execution, to follow-up.
We take a proactive, personal, individualized approach.
We help you develop a sound, flexible strategy to address your financial goals and objectives, using the most efficient and effective methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those varying situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Please find the items of interest to you on our website. If you have any questions, please contact our office (262-649-9202). We look forward to speaking with you. Welcome!