In 2002, Financial advisors Jon Sweet and Mark Williams came together to form Oak Leaf Wealth Management. They are committed to offering comprehensive financial planning, superior investing strategies, and truly listening to their clients.
Oak Leaf serves greater New England with offices in:
We are very discerning about the people we employ. We work with people who emulate our values and who feel like family. Our office staff is made up of members who have that special spark. They go the extra mile for our clients. They stay until the job is done. And they smile. A lot.
Meet Our Oak Leaf Family: (Click on the photo to read each bio.)
FUN FACT: Jon spent a year sailing on a tall ship as a teenager. Professional Credentials CERTIFIED FINANCIAL PLANNER (™) professionalAccredited Investment Fiduciary (™) designeeFINRA Uniform Securities State Law...
FUN FACT: As a lifelong skier, Mark spent eight years in the ski industry before returning to college. Professional Credentials CERTIFIED FINANCIAL PLANNER (™) professionalFINRA Uniform Securities State Law Examination (Series...
FUN FACT: Marja spent 3 years in Greece during high school. Professional Credentials CERTIFIED FINANCIAL PLANNER™FINRA Uniform Combined State Law Examination (Series 66)FINRA General Securities Representative (Series 7)Licensed...
Jacki is the go-to person for almost everything at the Oak Leaf offices, from phone calls to scheduling appointments, Jacki keeps us all organized. If we gave out gold stars for kindness and professionalism, Jacki would win them...
A Connecticut native, Elizabeth came to Boston as a freshman at Northeastern University and made it home. She work all of her co-ops at The Boston Globe where she met her husband. Following her graduation, with a degree in Marketing,...