Wealth Management
A personalized approach to goal-based investing
Wealth management is the VIP level of our service model. Our focus areas include portfolio management, retirement planning, cash flow, debt restructuring, estate planning techniques, education funding, philanthropic matters, and insurance analysis. Cohesive strategies are based on each client's unique financial situation.
Work with True Financial Experts
Council Oak Wealth founders have over 50 years of combined experience. Our current team of wealth advisors includes Certified Financial Planners (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Our staff at Council Oak Wealth is expected to demonstrate their commitment to fiduciary duties of honesty, good faith, and fair dealings. It’s our policy that no employees at Council Oak Wealth have priority over our clients’ accounts in the purchase or sale of securities.
Depending on the services that fit your needs, we recommend the custodial services of Raymond James Financial Services, Inc. or Charles Schwab & Co., Inc.
About the Council Oak Wealth Process
After an in-depth review and discussion of your personalized plan, we make it as easy and hassle-free as possible to consolidate your accounts with our custodian and begin using our portfolio management process to manage your funds. Our wealth management offerings include:
Investment advice and portfolio management
College and educational planning
Retirement and estate planning
Review of your income tax situation and opportunities to reduce your taxation
Insurance policy review and management
Advice and management of financial issues of entrepreneurial clients (retirement plans, M&A, succession plans, insurance, and estate needs, for example)
Advice and management of specific needs of corporate insiders of publicly traded companies (Section 16, stock options, and executive compensation plans, for example)
The wealth management process does not stop after the account opening and consolidation of assets. We provide regular updates on the state of your finances so you can stay on the right path to meet your goals.