We Create Better Financial Lives Through Technology, Personal Service, and a Relentless Pursuit of Excellence.
We work hard to invest in your best interests, with your goals in mind, not just a one size fits all mentality. We invest in stocks, bonds, no-load mutual funds, and ETF's.
As a Registered Investment Advisor, our low cost to clients is simple & straightforward. Investment clients pay based on AUM (Assets Under Management), only on what we manage.
TECH & PERSONAL Service
Link all your assets & accounts, both managed by us & not, to our Black Oak Wealth Management System for a complete picture of your financial life. Your Net Worth gets updated daily!