Interested in working together? Here's our contact info.
Black Oak Wealth Management, Inc.
Our clients have access to the following:
- Our cloud based Wealth Management System, featuring - Account Aggregation, goal setting, retirement planning, and financial planning system access, along with a real life financial advisor.
- ATM/VISA Debit Card
- Automated Monthly Electronic Transfers (incoming and outgoing; available for payroll and checking accounts)
- Check writing
- Transfer Upon Death (TOD) - available for approved states
- Tax-Loss Harvesting
- Blended Portfolio modeling
- Dividend Reinvestment
- Recurring Deposits
- Roth IRA
- Traditional IRA
- Standard Brokerage Account (buy and sell stocks, bonds, and ETFs)
Other Services - Through our trading platform custodian, we are able to assist clients with:
- Certificates of Deposit
- Corporate Bonds
- 401k Rollover
- IRA Rollover