As Oak Wealth Advisors approaches its first 100 days of operations

As Oak Wealth Advisors approaches its first 100 days of operations

As Oak Wealth Advisors approaches its first 100 days of operations, it seems appropriate to reflect on what has transpired during the period and what lies ahead.  First, and foremost, I am very grateful that all my former clients have chosen to follow me to Oak Wealth Advisors.  In addition, a handful of new families have already come through our doors seeking my advice. ...