Wealth Management



At Oak Leaf Wealth Management, each client comes to us with a unique set of personal values, goals, family situations, and time horizons. We begin with an extended conversation so that together we can start to see how all the pieces fit together. After our initial “discovery meeting,” we’ll be able to analyze your specific situation and investment needs and design a portfolio that works uniquely for you.

Our Services

Wealth Management Services

  • Portfolio Analysis and Design
  • Asset Management and Allocation 
  • Investment Management 
  • Tax Planning 
  • Financial Planning 

Retirement Planning Services

  • 401(k) Rollovers 
  • Retirement Planning 
  • Income Planning
  • Traditional and Roth IRAs
  • Required Minimum Distributions
  • Company-Sponsored Retirement Plans
    •     401(k)
    •     SIMPLE IRA
    •     SEP-IRA
    •     403(b)

Advanced Planning

  • Estate Planning
  • Transferring Wealth
  • Stock Option Planning and Analysis
  • Insurances
  • Long-Term Care Review 
  • Charitable Planning
  • Divorce Distributions