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Welcome to Oak Leaf Wealth Management.

Financial planning and wealth management in Rhode Island and Massachusetts

We are an independent, comprehensive wealth management firm, offering a complete range of financial planning and investment management services. We specialize in retirement planning and retirement income planning.

Our emphasis is on getting to know our clients. We listen to your future dreams and financial concerns and help you to visualize your complete financial picture. We put these pieces together into a plan of action called a financial plan.

Our mission is to help our clients develop and adhere to a financial plan that works for their: 

  • Lifestyle
  • Future
  • Unique goal timeline (for retirement, paying for college, estate planning, or anything else)

In the financial world, there is no crystal ball. So we take an analytical approach to investing. We use history, research, and experience as our aids in making important decisions.

We like to share our knowledge and empower our clients to become better investors. Ask us anything you'd like. We'll take the time to make sure that you understand the answer.

 

 

Retirement Income Planning
 
401(k) Rollovers
 
Women and Money
 

 

 

 

 

 

 


 

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*Five StarSM award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 496 Rhode Island wealth managers were considered for the award; 175 (35 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

 

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We help people understand what it's going to take to realize their financial dreams.

 

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