Oakdale Wealth Management is an independent wealth management company specializing in building client wealth through customized financial services.

Oakdale Wealth Management is an independent wealth management company specializing in building client wealth through customized financial, investment and tax advisory services. With over 4 decades of financial, business and tax expertise, we create a partnership with our clients in a family-based practice with long term relationships. We work with each client one-on-one to provide a personalized, integrated plan to simplify your finances, focus on your family priorities and set measurable targ...

Oakdale Wealth Management is an independent wealth management company specializing in building client wealth through customized financial, investment and tax advisory services. With over 4 decades of financial, business and tax expertise, we create a partnership with our clients in a family-based practice with long term relationships. We work with each client one-on-one to provide a personalized, integrated plan to simplify your finances, focus on your family priorities and set measurable targets that allow for the changes in your life over time like wealth building, retirement, college savings, etc. Our unique philosophy of PARTNER | PLAN | PERFORM provides a structure based on open communication, mutual understanding and teamwork. We are an independent firm with full transparency and are compensated with an asset-based fee, which means your success is our success. We provide efficient, comprehensive investment services through our custodian, Schwab Institutional Services, providing strong service at reasonable cost. Assets are secured in your name with monthly statements. Schwab Alliance benefits include website access to a variety of financial and cash management tools. The reality is, your time is precious and we understand that. Finding the time to enjoy life, raise a family, build a career or business is difficult enough never mind actively managing your financial future in an ever changing economic landscape. Oakdale Wealth Management eases this burden and helps your family with expert planning, advice and management. For more information on how Oakdale Wealth can simply your financial planning needs, email us at: [email protected] or [email protected].