One Oak Wealth Management

At One Oak Wealth Management, our goal is to build and maintain strong and meaningful relationships with our clients to assist them in achieving their short and long-term financial goals. We specialize in providing personalized wealth management and comprehensive financial planning services to people of all backgrounds. We strive to provide guidance and objective advice to each individual no matter what stage of life they are in. Our firm focuses on understanding your unique needs and objectives to develop a strategy to help you pursue your goals. Whether you are seeking a greater sense of financial independence or simply more time to focus on your family, friends or career, we can help you overcome challenges and embrace opportunities so you can live the life you deserve. We share a commitment to embracing an industry high standard of care that emphasizes personal service, respect, integrity and trust. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. Our Services There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. Products and services include: 401(k) retirement plans and Individual Retirement Accounts 529 qualified tuition plans Annuities Mutual funds Certificates of Deposit U.S.Treasuries Securities Group retirement and savings plans Simplified Employee Pension Plans Qualified Retirement Plans Other retirement savings plans designed specifically for employee groups Life insurance Long-term care, disability and critical illness Health Insurance Group health benefits

Address: 20 Pacifica, Suite 230 Irvine, CA 92618 United States

Phone: +1 949 333 0318
FAX: