3223 South Loop 289, Suite 215
Oak Wealth Management, Inc. was founded with the goal of assisting our clients in every aspect of their financial life. In a sense, we serve as our clients' Chief Financial Officer, where they can direct all of their financial questions.
As a Fiduciary we put our clients' best interest first.
We listen to our clients and assist them in setting realistic goals for achieving their ideal life.
We use our Ideal Life Planning Process to help our clients develop and implement their ideal life plan.
We monitor our clients' ideal life plan over time and make adjustments when needed.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their ideal life.
Don't go it alone. If you need assistance with financial planning, managing your investment portfolio, risk management, or setting up an income distribution plan for retirement, we can help.
I am Kyle Laughlin, CFP®, President of Oak Wealth Management Inc. Our mission is to provide the highest level of professional financial advisory services to our clients by helping them establish and achieve financial goals through...