Private Wealth Management
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Oak Street Advisors was
established in 2005 to offer fee
only financial planning and wealth
management services. After a
15 year career with national
wire-house brokerage firms, I felt
area investors deserved, what I
believe, is a better way to
approach making smart
decisions about their financial
resources.
I believe commissions and
proprietary products are
dangerous for investors.
My goal is to offer the very best
financial advice and a truly caring
relationship to each and every
client.
Joe Taylor
You may need help restructuring your portfolio or you may want your
investments professionally managed. You may be seeking advice on
issues such as asset allocation, diversification,education funding, estate
planning, retirement income planning, family or charitable giving, life
insurance, or long term care needs. You may need help managing your
401k or other retirement plans.
Oak Street Advisors helps to educate you and provide simple
understandable solutions for reaching your financial goals. We will help
you develop a comprehensive financial plan and if you choose will
implement, monitor and adjust your financial plan as needed.
Oak Street Advisors provides a seven step wealth management and
financial planning process:
- Learn about you and your goals.
- Define how Oak Street Advisors will work with you
- Develop a comprehensive financial plan for you.
- Answer your questions
- Implement the investment strategies we agree upon
- Measure, manage, and report to you your progress toward
reaching your goals - Update your strategies and financial plan to reflect changes in your
needs and goals
I believe many individuals need advice and counsel to achieve their
financial goals. I believe a fee only approach to financial planning and
investment management is a clearer, more honest, and understandable
way to perform this service. Commissions and proprietary products can
distort investment advice with disastrous results. By separating the
delivery of advice from the distribution of financial products you can be
sure you are getting the best of both.
With this one simple step we can rid ourselves of conflicts of interest and
establish trusting and mutually beneficial relationships with you, our
clients.
