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
  • Rebalancing
  • Tax-Loss Harvesting
  • Blended Portfolio modeling
  • Dividend Reinvestment
  • Recurring Deposits

 

Account Types

New Accounts

  • 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

Rollovers

  • 401k Rollover
  • IRA Rollover