Old Oak Wealth Management combines the services offered by an investment manager and a financial planner.
Our process begins with and pivots around each clients individually crafted investment policy statement (IPS). We’ll meet regularly and the IPS will drive the conversation.
A few of our Investment Philosophies:
• Be a Long-Term Investor: Long-term investors typically have less turnover, lower fees, lower taxes, and a reduced probability of experiencing negative returns.
• Charge Low Fees: Call us crazy, we don’t think you should pay us to lose you money.
• Act as an Unbiased Fiduciary at all times: Investors deserve a fiduciary with their best interests in mind, period.
• Take a Passive-Indexed Approach: The case for passive indexing is best made by active investors who try to beat the market and fail.
• Diversify Broadly
In addition to investing, we analyze your retirement readiness, as well as your progress towards other financial goals. We create saving plans for those building wealth, and withdrawal plans for those retired. We assist with education planning, charitable giving; and audit your insurance needs. We work with your CPA to conduct tax planning and your attorney for your estate planning needs.
While no investment strategy works in all cycles of the market, we feel our approach to building wealth does. That’s why we say its “Built to Last”; it’s easy to follow: Plan, Save, Diversify, Rebalance, and Repeat.
“There is a Better Way!”
Company Details
- Employees
- 1
- Founded
- -
- Address
- P.o. Box 3432, Ventura,ca 93006,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- oldoakwealth.com
- HQ
- Ventura, CA
Harris Wealth Management Questions
Harris Wealth Management's website is oldoakwealth.com
Harris Wealth Management's LinkedIn profile is https://www.linkedin.com/company/old-oak-wealth-management
Harris Wealth Management has
1 employees.
View email and phone details for 1
employees at Harris Wealth Management.
Harris Wealth Management's industry is
Investment Management
Harris Wealth Management's top competitors are
Bourke Wealth Management,
Harris & Associates,
Harris | Oakmark,
Harris Mortgage,
Rockaway Residential Management,
Strong Wealth Management, Llc.
Harris Wealth Management's categories are Investment Management
Harris Wealth Management's founding year is 2013
