Who Are Our Clients?
We know there are countless financial advisors, banks, insurance companies and even websites offering financial advice. And, we recognize that doing it on your own can be a little overwhelming: trying to figure out which investments to buy and how much to save, what types of insurance to own or how to create a tax strategy or estate plan.
The truth is, there is no secret sauce or magic bullet in financial planning. That is why we believe that the most important financial decision facing an individual or family isn't which investment to buy, but rather, "Which team of financial professionals should we partner with to help gain insight and maintain control over our financial future."
Oak Point Wealth Management is a team of advisors and staff dedicated to enriching the lives of individuals and the community by providing strategies with the goal of managing and preserving wealth.
Our focus is helping our clients pursue their financial goals, and our client service model is the way we work towards our commitment to deliver objective advice over time. Over many years of helping clients, we have found that markets, family situations, jobs, and almost everything else changes. We have developed a systematic process of providing ongoing advice to help people increase their financial potential.
In addition, we genuinely like to have fun! Several times each year we hold events that bring us together with clients and guests in less formal settings. If our past activities on our events page sound good to you, you will probably like working with our team! On the other hand, if you dislike wine, sports, parties, golfing, music and recreation and would rather discuss investment standard deviation, we might not be your best choice!