Wealth Management Solutions

Financial advisor bringing institutionalized investment analysis and processes to retail clients

  • Creating a roadmap by understanding the unique needs of each client. This could include, but is not limited to:

    • Cash-flow analysis: Understanding your cash flow needs now and in the future

    • Investment Management

    • Retirement Solutions

  • Making available Southern Oak Capital’s institutional level investment analysis and processes to democratize the investment management industry for individual wealth management clients.

    Due to our investment management background and experience, we are able to provide access to a larger suite of investment products than many other advisors.

Why is investment management so important?

Using the Rule of 72, you can see that the time needed to double your money decreases significantly with each 1% increase in annual rate of return