As we have experienced in recent months, technology is becoming increasingly important in all aspects of our lives. Technology has always been essential for our support of our clients at Oak Wealth Advisors.
This fall, we will be migrating to a new account management and reporting platform. It will allow us to provide you with more robust investment reporting, financial planning, and secure sharing of confidential documents. The new platform will also allow us new and better ways to share timely information with you. In short, the new technology we are adopting will allow us to serve you better.