Proven Strategies.
Clear Guidance.

Customized wealth counsel and management.

PLANNING

There’s Life in Your Plan

Certainty is hard to plan for. And life doesn't always give us the reassurance we need, or the financial ground we want. What matters most is the intersection between life and how well we manage it.

There's more to this than you think

You've been told that you're taking advantage of all of your investment and tax options, but you're just scratching the surface. From backtested portfolio construction to pension-style asset management and tax & trust solutions, there are many more options available to you.

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OUR APPROACH

Advanced and Unbiased Wealth Strategies

Our approach has always been to serve our clients in a way that's holistic, integrated and aligned with their values.

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Specialized Wealth Strategies

Building and retaining wealth takes a collaborative perspective that can involve a wide range of options.

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The Role of
Alternative Strategies

Private debt and real estate can provide portfolio stability and offset the volatility in equity and fixed income markets.

Our Strategies

Our True Wealth Process

Handling your net worth is a complex process that involves much more than your investment accounts. Our True Wealth model involves a multi-step process that takes our clients through a series of advisory meetings, including one with a tax lawyer.

Our Approach
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Our 8-Step Process

The 8-Step Wealth Management Process is an integrated, multilayered approach encompassing tax minimization planning, portfolio construction, and management, retirement income planning, trusts & estate preservation as well as risk management.

My family and I have been thrilled working with Miro, Alex and the Oakwater Wealth Counsel team. Their level of commitment, dedication, and care in getting to know me and my family makes us feel confident that we will be well taken care of throughout our lives and our children’s.
- Kelly
David has been my financial advisor for 16+ years and when my husband passed away he was a great asset for me. He is very personable, honest and has excellent communication skills.
- Shirley

CONTACT US

Let's Talk

We'd like to understand how we can help.

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