Black Oak Wealth Management, Inc.
Black Oak Wealth Management is an investment advisor registered with FINRA in the State of North Carolina. Best Interests We act as a fiduciary on your behalf and fully abide by the Fiduciary Standard. This means that we make decisions that we believe to be best for you. Risk/Return Optimization We optimize clients portfolios based on their risk tolerance, needs analysis, projected returns
Black Oak Wealth Management is an investment advisor registered with FINRA in the State of North Carolina. Best Interests We act as a fiduciary on your behalf and fully abide by the Fiduciary Standard. This means that we make decisions that we believe to be best for you. Risk/Return Optimization We optimize clients portfolios based on their risk tolerance, needs analysis, projected returns, and monitoring for portfolio allocation drifts from tactical weighting targets. Nothing Hidden We're not commission based. We function in a high transparency environment, with a management expense that is lower than traditional brokers. We target very low expense ratios for our client's accounts. A Financial Plan - Just for You A unique combination of both innovative tools and registered financial advisors empower you to navigate your financial life with confidence. Our systems and processes are designed around you.
Address: 8004 Linville Road, Oak Ridge, NC, 27310, United States
Phone: +1 336 803 2825
FAX:
