Oak Leaf Wealth Management supports clients through every stage of life—whether advancing in a successful career, transitioning into a new chapter, or navigating the loss of a loved one—with thoughtful guidance and comprehensive planning. Services include wealth management, retirement planning, tax services, advanced planning, notary services, fee-for-service offerings, and specialized advice for women and 401(k) rollovers. The
firm emphasizes a personal approach, family-to-family relationships, and integrity, with a focus on minimizing taxes and creating tailored investment portfolios.
Independent broker/dealer–RIA partnership with Commonwealth Financial Network
Focus on tax-focused retirement and investment planning
Personalized, family-to-family relationships
Comprehensive financial planning with a focus on minimizing taxes and creating tailored portfolios
Services
Wealth Management
Comprehensive financial planning, prudent investing strategies, and personalized portfolio design.
Risk managementTax minimizationInvestment analysis and design
Retirement Planning
Help create or tweak retirement plans to match retirement aspirations and address retirement income planning concerns.
Planning for the next generation, covering estate planning, charitable giving, and wealth transfer.
Estate planningCharitable planningTransferring wealthStock option planningLong-term care reviewDivorce distributions
Notary Service
Professional notary services for legal document authentication.
Fee-For-Service
Flexible fee-based services tailored to client needs.
Credentials & Certifications
CERTIFIED FINANCIAL PLANNER® professional
FINRA Uniform Securities State Law Examination (Series 66)
FINRA General Securities Representative (Series 7)
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
Are your services best utilized by clients who are age 50+ with $1,000,000 (or more) of investable assets? +
Yes, our services are best utilized by clients who are age 50+ with $1,000,000 (or more) of investable assets, as we specialize in tax and estate planning for this demographic.
Do you offer fee-for-service options? +
Yes, we offer flexible fee-for-service options tailored to client needs, providing transparent pricing for specific financial planning tasks.
What is the role of Commonwealth Financial Network in your operations? +
We work with Commonwealth Financial Network as an independent broker/dealer–RIA, ensuring our firm remains independent and acts in our clients’ best interests without pressure from stockholders.
How do you approach retirement readiness? +
We simplify the complexities of the financial world with an honest and transparent approach, learning about clients’ valued goals and helping them realize them through personalized retirement planning.
What is the significance of the Financial Advisor background check? +
We encourage clients to check the background of our financial advisors using FINRA's BrokerCheck to ensure transparency and trust in our advisory services.
5.0
