Client Focused:

 

Black Oak Wealth Management, Inc. is a registered investment adviser in North Carolina. We provide investment advisory services to affluent families with more than $100,000 in investable assets, concerning various securities including equities, fixed income, derivatives, etc. As a registered investment adviser, we are held to the highest standard of client care - a fiduciary standard. As a fiduciary we always put our client's interests first and must fully disclose any potential conflict of interest. We do not directly hold customer funds or securities and all transactions are sent to our qualified custodian which executes, compares, allocates, clears, and settles them. Our custodian also maintains our clients' accounts and may grant clients access to them. We accept and enter trades on both a discretionary and a non-discretionary basis.