At Oak Tree Wealth Management our goal is to help you reach your goals. It is easier to work on your goals when you have a partner to help. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side? We would like to be your long term partner helping you work towards creating a solid financial future for you and your family.
Oak Tree Wealth Management is an independent firm located in San Ramon in the East Bay area of Northern California. We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. Our clients mostly live in in the Tri-Valley area from Lafayette, Walnut Creek, down through San Ramon and out to Pleasanton and Livermore. We specialize in working with widows and divorcees. We find that our services, especially for women in transition, help our clients have control and confidence in their financial lives.
Please call us today to see if we are the long term partner you would like to have on your side!
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Simple steps may help you foil hackers and protect your privacy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How long does a $20 bill last?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Estimate the potential capital gains taxes due on your transactions.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
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There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.