Oak Wealth Management, LLC

Oak Wealth Management, LLC Our first goal is to understand you. What is Important to you? Who is important to you? What would you like to achieve and by when? Member FINRA/SIPC.

Our mission at Oak Wealth Management is simple: To provide clients with a high level of personalized service in a comfortable, caring and relaxed atmosphere and to present objective and unbiased advice which can help them reach their goals and dreams. From there we develop customized strategies and solutions with the objective of helping you get to where you want to be. We explain those strategies

and solutions to you in plain language. For many of our current clients the journey focuses on income or growth. Some clients prefer to protect and preserve their wealth while others are more interested in strategies for passing their wealth on to their heir’s tax efficiently. As time goes by, refinements will be made to your plans to keep them on course in pursuit of your goals. The experienced professionals at Oak Wealth Management are passionate about helping to provide clarity to your financial objectives and direction toward your goals and dreams. Our guidance is unbiased and delivered with integrity and reliability always keeping your needs at the forefront. Contact us today to schedule a visit to our office for a complimentary portfolio review and consultation. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.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 LPL Financial 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.

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.
12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 U.S. Markets Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance. The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the N...

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye ...
11/07/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell 1.34 percent, while the Standard & Poor’s 500 Index (S&P 500) sli...

# Estateplanning
10/27/2024

# Estateplanning

10/25/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indic...
10/04/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat commen...
09/06/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest r...
08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower...
07/09/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

06/07/2024
Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

Address

2890 N. Main Street, Suite 306
Walnut Creek, CA
94597

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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