Oak Tree Insurance
503.635.3303 | 800.394.9899
5335 Meadows Rd. Suite 101 - Lake Oswego, OR 97035
Fax:(503)635-7491  info@oaktreeins.com


Wealth Management

Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. High Net Worth Individuals (HNWIs), small business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can be an independent CERTIFIED FINANCIAL PLANNER™, MBAs, CFA Charterholders or any credentialed professional money manager who works to enhance the income, growth and tax favored treatment of long-term investors. One must already have accumulated a significant amount of wealth for wealth management strategies to be effective and is also one of the key areas that are growing at a tremendous rate. The following vehicles may be used for wealth management:

  • Stocks
  • Bonds
  • ETFs
  • Managed Futures
  • Currencies
  • Annuities
  • Municipals
  • Alternative Investments


California License #0D80819

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