Oak Wealth Advisors offers comprehensive and objective wealth management services.  We strive to help our clients make the most of their time and their money. 

We offer assistance to clients in the following areas:

Investment Management -- Construction, implementation, and ongoing management and reporting for your investment portfolio

Retirement Planning -- Projection of future cash flows and net worth, analysis of distribution alternatives, evaluation of health insurance coverage, and consolidation of accounts

Cash Flow Analysis -- Determination of sustainable portfolio withdrawal rates, introduction of tax-advantaged distribution strategies, and analysis of current versus future lifestyle sustainability 

Benefits Optimization -- Analysis of corporate stock option and restricted stock plans, comparison of health and disability insurance coverage alternatives, and evaluation of deferral plan opportunities

Income Tax Planning -- Harvesting of tax losses, maximization of itemized deductions, and coordination with accountants

Wealth Transfer Planning -- Consultation regarding asset protection and gifting strategies, coordination with attorneys, and minimization of taxes

Charitable Planning -- Analysis of current and testamentary charitable intentions, illustration of transfer strategies, comparison of private foundation, charitable trust, and charitable gift fund vehicles

Financial Risk Management -- Evaluation of insurable needs and existing coverages, comparison of current insurance policies with alternative structures, analysis of excess liability coverage, and discussion about exposed financial risks

To reach Oak Wealth Advisors, please click here to contact us.