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OUR SERVICES

BUILDING WEALTH,

CREATING FUTURES

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What we do

Welcome to Acorn & Oak Wealth Management. Our dedicated team offers a variety of financial services aimed at meeting your personal and business needs. We focus on creating financial plans that are right for you now and support your growth in the future. With us, you get expert guidance and a commitment to your financial success.

financial planning

Personal Roadmaps Towards Your goals

Our approach includes Net Worth Analysis, Cash Flow Management, Goal Setting, and more. From Estate and Charitable Planning to Retirement Income Analysis, we cover all aspects to ensure your financial plan is robust, flexible, and aligned with your values and objectives.

Growth and Stability

investment management

We work closely with you to create personalized portfolios, considering your risk tolerance and long-term objectives. Our services include Asset Allocation, Risk Management, and Tax Efficiency strategies. We offer diverse investment options, including Low-Cost Investments and ESG Funds, ensuring your portfolio is not only profitable but also aligns with your personal values.

services for business owners

Back Your Team

From Employee Benefits and Financial Planning to Succession and Tax Planning, we provide specialized support to help your business thrive. We understand the intricacies of Small Business Retirement Plans and navigate the complexities of tax laws and regulations to maximize your business's financial health and potential for growth.