Welcome to Oak Crest Wealth Management
At Oak Crest, we have one focus, YOU. While effective wealth management is the end game, it certainly is not the starting point. You are the starting point and the continuing focus.
You – share with us your financial goals and dreams-we seek comprehension and provide individualized planning.
You – will find that your goals and dreams will develop and may change over time-we seek clarification.
You – are unique and your plans are unique-we seek customized, flexible solutions.
You – deserve to know where your financial plan is at any given time-we seek communication and provide accessibility.
You – should be assured all your data and conversations are private-we maintain a code of confidentiality.
It is time to think about you and your family’s financial future. In short, we care about you, your family, your financial well-being, your dreams, your goals and your future. Consider putting the integrity, independence, professionalism, and personal attention of our team to work for you.
Meet Our Advisors
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
WE KEEP YOU TOP-OF-MIND
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.