One Oak Wealth Management

One Oak Wealth Management We provide personalized financial planning and investment management to individuals, families, and business owners. A registered investment advisor.

With a focus on trust, transparency, and lasting relationships, our team is here to guide you through every stage of your financial journey The financial consultants of One Oak Wealth Management
are registered representatives with, and securities and advisory services offered through LPL Financial. Member FINRA & SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the

views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with One Oak Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Not all retirement accounts work the same. 💡An IRA can be a powerful way to grow your savings—but choosing between a Tra...
05/29/2026

Not all retirement accounts work the same. 💡
An IRA can be a powerful way to grow your savings—but choosing between a Traditional IRA and a Roth IRA matters.
👉 Learn how IRAs work and how to pick the one that fits your financial goals.

By contributing to an IRA, you make use of a powerful retirement savings tool. Be sure that you choose the one that's best for you, whether it's a traditional IRA or a Roth IRA.

Check out our latest Weekly Market Commentary for insights, trends, and expert analysis. Read more today: https://hubs.l...
05/27/2026

Check out our latest Weekly Market Commentary for insights, trends, and expert analysis.

Read more today: https://hubs.la/Q02JnXJD0

This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country...
05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country.
We are grateful for their sacrifice and the freedoms it protects.

From the Pacific Northwest to Southern California, One Oak Wealth Management is proud to serve clients across Seattle an...
05/23/2026

From the Pacific Northwest to Southern California, One Oak Wealth Management is proud to serve clients across Seattle and Orange County.

No matter where you are, our mission stays the same: delivering thoughtful, personalized financial guidance to help you navigate every stage of life with confidence.

Let’s build your future—together.

Contact us today to learn more: www.oneoakwm.com

Planning for retirement doesn’t have to be complicated. 💼📈Discover five key principles that can help you make smarter, m...
05/21/2026

Planning for retirement doesn’t have to be complicated. 💼📈
Discover five key principles that can help you make smarter, more confident investing decisions and build the future you want.
👉 Read the full article and start strengthening your retirement plan today.

Follow some basic rules to help yourself make smarter choices when investing for retirement.

Are you retirement ready?Retirement isn’t just about when you stop working—it’s about having a plan that supports the li...
05/18/2026

Are you retirement ready?
Retirement isn’t just about when you stop working—it’s about having a plan that supports the life you want to live.
👉 Swipe through for key considerations, then read our latest blog to learn more about building a retirement strategy you can feel confident in.
www.oneoakwm.com/blog

Your tax return is more than just a filing requirement—it’s a snapshot of your financial life. 🧾💡Discover four key insig...
05/15/2026

Your tax return is more than just a filing requirement—it’s a snapshot of your financial life. 🧾💡
Discover four key insights your tax return can reveal about your finances and how they can help you plan ahead.
👉 Read the full article to learn more.

Your tax return is full of useful information. Here are four things you could learn about your finances.

Address

1200 Westlake Avenue N. , Suite 1000
Seattle, WA
98109

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Website

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