Experienced and Ready to Serve Our Michigan Neighbors
A nationally recognized consulting group conducted some benchmark studies where they compared the number of staff and clients to other Financial branch offices. It was determined from this study that our ratio is considerably higher than average. With a high staff-to-client ratio, Oak Point Wealth Management is dedicated to giving you personalized guidance and service as you plan for your future. But we're not just about numbers. Learn more about our team of financial advisors ready to serve you, our approach to working with clients, and most importantly, why you should choose Oak Point.