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!
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Simple steps may help you foil hackers and protect your privacy.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Is your estate in order? This short quiz may help you assess your overall strategy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are nearly 1,200 ETFs available. Should you invest in them?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Smart investors take the time to separate emotion from fact.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.