The Complex World of Finance
made simple.
OakGrove Wealth Management is committed to bringing relevant and timely information to help you make the best financial decisions for your family and your legacy.
We are in this together.
Your Vision. Our Purpose.
Welcome to OakGrove Wealth Management
If you are looking for a financial consulting firm who provides tailored guidance to your specific needs, you have come to the right place. OakGrove Wealth Management is a Registered Investment Adviser through the State of Michigan has helped families, individuals and businesses preserve and growth their wealth through tailored and innovative financial management. OakGrove comes align side and partners with you bringing a higher level of experience and expertise.
INVESTMENT STRATEGY
OakGrove Wealth Management’s unconventional investment discipline has helped clients benefit from global investing opportunities. A combination of Quantitative, Qualitative and Technical approach gives us a blend of bottom-up and top-down approach when building client portfolios. Our firm seeks to find the sweet-spot in risk v. reward, the highest efficiency of all asset classes to lower overall volatility.
EXPECTATIONS AS A CLIENT
OakGrove Wealth Management clients benefit from partnering with our disciplined investment strategies and best in class service. We focus entirely on your specific goals, needs and objectives and delivers timely, relevant information about the economy and how it directly affects your financial condition. A holistic approach takes all four pillars of your net worth to ensure you understand how they are working together for your financial success.
OAKGROVE PORTFOLIOS
Over 20 years in the making, OakGrove Portfolios presents 10 Distinct Proprietary Stock Funds comprised of 5 actively managed and 5 passively managed portfolios. Our top of class performance gives you the advantage needed in your stock investments.
Your story starts here
WHERE IT ALL BEGINS
To better help our clients, we need to understand what you own, your expectations, your goals.
With a focus on your legacy, we review, analyze and audit all of your financial holdings.
Your vision is our purpose, so the more questions we ask together, the clearer our answers.
Portfolio Evaluation
It starts with understanding your expectations, economic certainties and how they effect outcomes. The evaluation process involves how different parts of your total financial picture works together. Identifying inefficiencies within a portfolio is the first step in securing a brighter financial future.
Risk Assessment Analysis
There are plenty of tools available to assess the risk within an investment, but we go beyond the conventional ratios. By understanding that risk is fluid, and how it affects your financial well being, opportunities can be quickly identified to solidify a predictable financial outcome.
Income Projection Audit
Through our tax and financial planning software, recommendations focus guidance after taxes, inflation and fees. Our income projection audit assesses the growth rate needed for your investments to increase your net worth and income projections for life.
Financial Planning
A good plan makes sure you’re on the right track to meet your goals with the correct allocation of assets and diversification of investments with a foundation of budgetary controls for life’s events. A great plan blends passive and active investment management to make the most out of your resources.
Tax and Estate Planning
We’ve all heard the saying, it’s not only how much you earn, but it’s how much you keep. OakGrove provides proactive tax planning during your earning and distributing years. By implementing and managing strategies your investments may not have to work as hard there by taking less risk.
OakGrove Wealth Management (“OGWM”), established in 2017, became a Registered Investment Adviser through the State of Michigan in 2020. Investment Advisory Services are offered through OakGrove Wealth Management, a Registered Investment Advisor. Securities and administrative services offered through Interactive Brokers, Inc. OGWM and Interactive Brokers, Inc. are not affiliated. Please be advised NO trading instructions, investment advice or material changes may be conducted through Email correspondence. All instructions must be completed through contacting your Registered Investment Advisor. Do not send personal information such as social security numbers or account numbers through Email. OakGrove Portfolios, High Efficiency Portfolios and Legacy Concentrated Index Funds are marketing departments and managed by OakGrove Wealth Management, a wholly owned subsidiary of OakGrove Enterprises, Inc.
It is important to note if there are published rates of return using MODEL PRICING (not executed trades), data does NOT:
- Guarantee future performance;
- Constitute financial advice; or
- Provide a specific recommendation to buy or sell any specific stock, mutual fund, or ETF.
Clients may experience different rates of return, either higher or lower than what is posted for our Portfolios due to client trade execution and portfolio allocation. Please seek custodial statements from Interactive Brokers, Inc. for accurate performance data.