Our Services

Financial Planning

We’ll assess the totality of your finances and develop a plan that helps you pursue your long-term and short-term goals. We’ll run an analysis to identify what’s going well and what needs improvement. We’ll also organize your finances and provide financial coaching to help you make decisions with confidence.

Retirement Planning

We’ll analyze your current retirement savings and develop a strategy that strives to help you retire on your terms. We’ll determine the income distribution strategy best suited for your needs, review potential tax liabilities, and plan out what-if scenarios. [1]

[1] Tax services are not offered by Oak Capital Private Wealth, NewEdge Advisors, LPL Financial, or affiliated advisors. We suggest you discuss your specific situation with a qualified tax advisor.

Investment Management

We’ll help you make informed investment decisions and manage your portfolio to help you stay on track. Concerning your risk tolerance, we’ll find investment options that are appropriate for your return expectations and help you pursue your long-term financial goals.

Risk Management/Insurance Planning

We identify potential risks to your financial plan and take preventative measures designed with the goal of managing the risk to your wealth. We’ll assess your needs in relation to your current life insurance policies in an effort to avoid any gaps in coverage. We also run a long-term care insurance analysis and advise you on disability insurance to help you be prepared to manage any scenario. [2]

[2]  Legal services are not offered by Oak Capital Private Wealth, NewEdge Advisors, LPL Financial, or affiliated advisors. We suggest you discuss your specific situation with a qualified legal advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Estate & Family Planning

You’ve spent a lifetime building wealth. We’ll help you decide how to pass that wealth to the next generation effectively. Take care of your family and your community with charitable giving strategies, trust planning, and establishing a will or power of attorney. 

Education Planning

You want to give your children or grandchildren the gift of a college education or private school. We’ll help you determine how to pay for it. We assess the total cost and help you determine the most tax-efficient education saving method. 

Medicare Planning

We offer time back to focus on your own health, rather than how to pay for healthcare. Oak Capital specializes in personalized guidance to work toward optimizing benefits and keeping the health of your mind, body, and finances on the right track.

Oak Capital Private Wealth can help position you for success by offering a wide range of financial services. 

Get Started

Take the first step toward a more confident retirement.

Schedule a complimentary discovery call to talk about your current financial picture, your long-term retirement goals, and ask initial questions.

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