A Legacy Built on Wisdom. A Future Built for Generations.
At Oakridge Private Wealth, we provide personalized strategies and thoughtful advice to help you achieve what matters most.
Wealth Management
Comprehensive strategies designed to grow and protect your wealth through every market cycle.
Financial Planning
Personalized plans aligned with your goals, values, and vision for the future.
Legacy Planning
Thoughtful guidance to help preserve your legacy and support future generations.
Tax Planning
Strategic tax solutions designed to minimize your tax burden and maximize your wealth.
"The best time to plant an oak tree was 20 years ago. The second best time is today."
- Chinese Proverb
Financial Education Beyond the Office
Sharing retirement planning insights in interviews, educational workshops, and client meetings—all with one goal: helping people make more informed financial decisions.
Clients We Serve
Small Business Owners
As someone who has built their business, you know how difficult it can be to effectively balance your personal finances with those of your company.
How We Help
Designing a 401(k) plan for your business and employees
Identifying service providers that align with your interests
Educating plan participants on their options
Assessing your retirement plan and preparing for the road ahead
Affluent Individuals & Families
We strive to connect as your partner as we learn about the goals that are most important to you. We'll collaborate to develop a plan to align your finances with your goals.
How We Help
Creating a long-term financial plan
Empowering you to live within your means
Protecting you and your loved ones for generations
Building a diversified portfolio of quality investments
Pre-Retirees & Retirees
Determining when you're financially ready to retire can be daunting. From making sure you have enough saved to addressing insurance questions, you need someone you can trust.
How We Help
Developing a tailored retirement plan
Analyzing withdrawal strategies with tax efficiency in mind
Collaborating with attorneys to review or develop an estate plan
Reviewing savings accounts and retirement benefits
Here's What You Can Expect
From Our Relationship
Discover
We invite you to connect with us in person or virtually. Our conversation will begin by getting to know you, answering any questions you may have about our firm and establishing what value we can apply to your financial goals.
Gather
Next, we'll gather any relevant data and further analyze your financial situation. By developing a clear picture of your needs, assets and risk tolerance, we're able to begin designing a personalized plan for you and your loved ones.
Design
Our team will take into account your current goals, aspirations for the road ahead and what your current financial picture looks like as we design and present a financial strategy.
Implement & Monitor
Once implemented, we will periodically review your plan and encourage you to contact us as much, or as little, as you need to remain confident. We'll connect with you to make necessary adjustments.
How is Oakridge Different?
We solve your problems
We empathize with and understand your situation
We educate rather than talk over your head
We plan with a focus & priority on taxes