PROCESS

We proudly offer a vertically partnered approach to wealth management, tending to our client’s every financial detail by engaging and partnering with their professional network of CPAs, lenders, insurance providers, and realtors. Our rigorous, disciplined process is crafted after many years of partnering with other professional advisors.

We leverage a vertically partnered approach to wealth management and client relationships. We partner with trusted professionals for a comprehensive, personalized financial plan.

A Vertically
Partnered Process

Oak & Vine Wealth Management's logo mark of an oak leaf and vine designed by Straight Creative

Full financial plan, exceptional service, customized investment advice, and support in making informed estate and tax decisions.

What Our Clients
Receive From Us

Oak & Vine Wealth Management's logo mark of an oak leaf and vine designed by Straight Creative

As a fee-only advisor, we never sell products and always act in our clients' best interests, free from the influence of commissions or transactions.

A “Fee Only”
Investment Advisor

Oak & Vine Wealth Management step 1 of the process is to asses the risk profile

STEP 1

Assess Risk Profile

Initial interactions are aimed at gaining a comprehensive understanding of a client's investment perspective, including their views on risk and investment objectives. During this phase of exploration, we prioritize identifying and defining our clients' long-term life goals and aspirations. 

To further clarify their risk preferences, we administer a risk assessment questionnaire that helps determine their risk score, a numerical representation of their acceptable level of risk, the amount required to achieve their goals and their current portfolio's risk exposure.

Oak & Vine Wealth Management step 2 of the process is financial planning and analysis

STEP 2

Financial Planning & Analysis

Creating a comprehensive financial plan is crucial for achieving and maintaining wealth. Our team works closely with you to develop a personalized strategy that helps maximize your financial potential in the long term. Similar to how a business's management team should have a detailed plan to showcase their approach, individuals investing in a fiduciary partnership have the right to expect a solid written plan for achieving financial stability and prosperity. 

Oak & Vine Wealth Management step 3 of the process is portfolio implementation and monitoring

STEP 3

Portfolio Implementation & Monitoring

The implementation of a tailored investment portfolio that aligns with the client's risk tolerance is the final phase in the wealth management process. However, our role as a fiduciary does not end here. Ongoing management and monitoring of the portfolio is crucial for ensuring financial well-being. Our services include:

  • Discretionary Asset Management

  • Manager and Strategy Selection

  • Cash Management

  • Asset Allocation

  • Portfolio Rebalancing

  • Tax-Loss Harvesting

  • Monitoring and Portfolio Maintenance

  • Consolidated Performance Reporting