Global and International Funds Are Alternative Investments Right for You? The Good Ship IPO The Business Cycle

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!

 

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Rule of 72

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Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

Understanding the Alternate Valuation Date

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Estimate the potential capital gains taxes due on your transactions.

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Principles of Preserving Wealth

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An Inside Look at Retirement Living

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Have you explored all of your choices when it comes to managing your taxable income?

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How will you weather the ups and downs of the business cycle?

Will You Pay the AMT?

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