Helping You Shape Your Future For Generations
Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.
From One Professional to Another / Let’s Work Together
Red Oak Wealth Management helps individual and business clients develop and implement custom financial strategies to achieve desired goals with a focus on risk and tax efficiency. You can't make financial decisions regarding assets until you know their purpose and the plan for distribution. Our unique approach views your assets and income in three general categories: Consumption, Contingency and Legacy. Each asset type has different risk and tax characteristics which impacts your liquidation strategy. We will help you develop and manage your financial playbook and give you confidence that you are on track for reaching life's goals.
Our Clients
Helping investors from every background
Estate Strategy
Preserving wealth from one generatino to the next can be complex and time consuming.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Schedule A Consultation
If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.