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!
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here's a breakdown of how the federal government spends your tax money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.