Oak & Vine Wealth Management

06/24/2026

Welcome! I’m a financial advisor with Oak & Vine Wealth Management.
I work with individuals and families who want more clarity and confidence when it comes to their financial future, whether they’re preparing for retirement or looking for a more structured plan.
Most people I speak with aren’t doing anything “wrong” they just don’t have a clear strategy in place.
My goal is to simplify the process and help you build a plan that supports your long-term goals.

📞 Dm us to schedule a consultation

Advisory services are offered through Advisory Solutions Group, LLC (“ASG”), a registered investment adviser doing business as Oak & Vine Wealth Management, LLC

02/13/2026

We support the Boys & Girls Clubs of the Mid-Central Coast and we hope you do too!

12/25/2025

Merry Christmas from Oak & Vine. 🎄
We’re grateful for the people we get to serve — and the trust you place in us.

Wishing you a day filled with family, peace, and the kind of moments that remind you what wealth is really for.

— Eric & Ashley

10/31/2025

CNBC doesn’t know your goals, your tax bracket, or your family.
It knows ratings.

The clients who win aren’t the ones glued to tickers —
they’re the ones ignoring them.

We don’t invest for headlines.
We invest for decades.

Act with a plan.

10/22/2025

When the Roles Reverse
You’re not just the kid anymore — you’re part of the safety net.

The questions get real:
– Can Mom stay in the house and manage her day-to-day?
– Who handles the bills if Dad physically can’t?
– Are the siblings on the same page?

Is there a clear process if something happens to your parents?

We help families trade reaction for preparation—before a health scare forces the conversation.
Call us when you’re ready to start.

10/20/2025

“The first rule of compounding: never interrupt it unnecessarily.” ~ Charlie Munger (Berkshire Hathaway)

10/16/2025

Year-End Tax Planning: The Questions Most People Aren’t Asking

You’ve got two and a half months left to decide whether this year’s taxes are something you’ll manage… or something you’ll regret.

If you sold property, exercised stock options, made big charitable gifts, or had a high-income year—here’s the truth:
You don’t fix taxes in April. You plan them in October, November, and December.

Ask yourself:

Have I maxed the right retirement buckets… or just a bucket?

Should I be doing Roth conversions before year-end or waiting for lower-income years?

Is my portfolio sitting on embedded gains that could be harvested strategically?

Am I about to get hit by IRMAA or phaseouts I didn’t even know existed?

If you don’t know those answers—you’re not alone. But they’re the kinds of questions that can make a five-figure difference.

This is when we sit down with clients and communicate with their tax professional to make sure what they’ve earned doesn’t quietly slip through the cracks of poor timing or missed opportunities.

Now’s the time to have that conversation.

Oak & Vine Wealth Management
Tax-smart. Estate-conscious. Built around your real life.

10/14/2025

"The greatest risk of the S&P 500 is not participating in it" ~Warren Buffet

Them: "The stock market is too risky!!"

The "risk" for the past 150 years 👇🏼

10/14/2025

“In investing, what is comfortable is rarely profitable.” — Robert Arnott

10/10/2025

Intelligence doesn’t equal discipline.

We’ve seen doctors, engineers, and business owners outthink the market — right into mediocrity, or worse.

The smartest investors are humble enough to admit:
“I’m not immune to emotion. That’s why I have a process.”

Discipline > IQ.