Community - Oak Capital Private Wealth

Community

We grew up in Port Allen, and we continue to serve the community that’s shaped us through donating, volunteering, attending events, and serving on boards. At Oak Capital Private Wealth, we’re passionate about giving back to our community organizations to make a positive impact on the world. Fortunately, we’ve been able to dedicate our time, influence, and resources to create the change we want to see in our community.

2023 West Baton Rouge Chamber Ambassador

WBR Chamber Governmental Affairs Committee Member

2023 Small Business Council Board Member

Financial Planning Association of Louisiana Board Member

2023 Emerge Foundation Gala Host Committee

Port Allen Rotary Club

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial.

[email protected]

4463 Highway 1 S, Unit L
Port Allen, LA 70767

(O) 225.416.7373
(F) 225.416.7417

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