Oak Capital Private Wealth

Oak Capital Private Wealth company information, Employees & Contact Information

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/. -- 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 Insurance
Monetary Authorities-Central Bank
Keywords
Baton Rouge.
HQ
Baton Rouge, Louisiana
Looking for a particular Oak Capital Private Wealth employee's phone or email?

Oak Capital Private Wealth Questions

Top Oak Capital Private Wealth Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant