Welcome to Oak Leaf Wealth Management.

Financial planning and wealth management in Rhode Island and Massachusetts.

Welcome to Oak Leaf Wealth Management. We are an independent, comprehensive wealth management firm. We offer a complete range of financial planning and investment management services. We specialize in retirement planning and retirement income planning.

We put an emphasis 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.

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

Featured Content: Latest Article and Market Commentaries
Most Recent Article
Making the Most of Life Insurance Tax Benefits: Get an overview of three key tax features available via life insurance.

View the Featured Article

Market Updates

Last Updated: 09/26/16

*Five StarSM award recipients were nominated by either their broker/dealer or peers or were prequalified. They satisfied objective eligibility and evaluation criteria associated with providing quality services to clients. The criteria includes active credentialed financial professional for a minimum of five years, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepting new clients, client retention rates, client assets administered, number of client households, education, and professional designations. No fee is paid to be included in the research or on the final list. The award is not indicative of the wealth managers’ future performance. No more than 7 percent of the wealth managers in a market receive the Five Star award. For more information, please visit www.fivestarprofessional.com.


Oak Leaf Wealth Management & Retirement Planning
598 Great Road  |  North Smithfield, RI 02896  |   Phone: 401-765-1711  |   E-mail: info@oakleafwm.com

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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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