Listening. It all begins with listening.
We listen to what’s important to you, understanding your financial and life goals. We earn your trust every day by applying our expertise and personalized approach to meet your individual needs.
You get security, stability, and clarity.
You get realistic expectations. Here at Great Oak Wealth Management you will work with a Certified Financial Planner™ professional. A CFP® practitioner represents the highest quality of competency, dedication, and ethics, who puts you and your best interests first.
We offer a different kind of approach from a different kind of company. We believe that to do things well, you must do them with passion and conviction. That’s why we take a comprehensive 360-degree approach to your situation, using our uniquely tailored process to encompass every aspect of your finances and protect what you have.
We are a small, close-knit and dedicated team who have harnessed our individual strengths to put you at ease and reduce your financial stress. We approach everything we do with the utmost integrity but we also like to have fun and keep things real. We laugh together, support each other, and keep the atmosphere here at Great Oak warm and welcoming for everyone we work with.