File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

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! 


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