At Oak Capital Private Wealth, we put our clients first. Our advisors listen and get to know you before building a comprehensive plan to help you reach your financial goals. Our responsive, reliable team acts in your best interests and is held to high fiduciary standards. Together, we help you make informed decisions about your financial future with comprehensive financial planning and robust wealth management strategies.
No matter what life stage you’re in, Oak Capital Private Wealth is here to help. We specialize in serving Exxon, Dow, and ShinTech plant workers who are approaching retirement. Our financial services for plant workers go beyond managing your 401(k) or IRA. We look at the full picture and even help you maximize the benefits your company offers. The sheer amount of retirement planning decisions you have as a plant worker can feel overwhelming, but that’s where we come in. We’ll guide you through decisions involving: retirement planning, pension strategies, insurance, estate planning, and tax mitigation strategies.
We also work with small business owners and their families across Louisiana. For small business owners, we can help you meet your unique challenges of planning for retirement. We’ll cover your exit strategy, succession planning, and optimizing your retirement savings as a small business owner. We will also make sure you have sufficient diversification of your wealth outside of your investments. We are available to service your financial planning needs as a financial advisor who’s familiar with circumstances like yours. To learn more, please contact us at (225)416-7373 or visit https://oakcapitalpw.com/.
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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial.
Company Details
- Employees
- 8
- Address
- 8702 Jefferson Hwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://oakcapitalpw.com/
- Keywords
- Baton Rouge.
- HQ
- Baton Rouge, Louisiana
Oak Capital Private Wealth Questions
Oak Capital Private Wealth's website is https://oakcapitalpw.com/
Oak Capital Private Wealth's LinkedIn profile is https://www.linkedin.com/company/oakcapitalpw
Oak Capital Private Wealth has
8 employees.
View email and phone details for 8
employees at Oak Capital Private Wealth.
Oak Capital Private Wealth's industry is
Financial Services
Oak Capital Private Wealth's top competitors are
Oak Capital,
Moran Consultants,
Mariner,
Yyy Advisors Llc,
Pg Research,
Oak Capital,
The Water Institute,
Sapphire Financial,
Louisiana Blue,
Newedge Advisors.
Oak Capital Private Wealth's categories are Financial Services
