At Oak Tree Wealth Management we want to help you reach your goals. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional on your side?
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 solid level of success and want a financial planner to guide them with a comprehensive overview, as well as help them handle the many details and decisions involved in their financial lives.
We believe financial planning is at the core of helping clients actively participate in creating the life they want. We specialize in working with widows and divorcees. We find that our services, especially for newly independent women, help our clients feel confidence and control in their lives.
Please call us today to see if we are the long term partner you would like to have on your side!
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
To choose a plan, it’s important to ask yourself four key questions.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: right now.