If you have questions or are interested in becoming a client, please schedule a call 336-803-2825 or book a meeting by clicking here, otherwise feel free to email me using the form below, or get in touch through any of the following:

Email: Phillip@BlackOakWM.com
LinkedIn: @philliphanks
Twitter: @BlackOakWealth
Facebook: @BlackOakWM

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Financial fitness is not a pipe dream or a state of mind. It’s a reality if you are willing to pursue it and embrace it.
— Will Robinson


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