The OakGrove Story
OakGrove Wealth Management is built on tradition, but with an eye toward innovation. We believe in thinking out-of-the-box to identify future trends, economic and market seasons that will affect your long term aspirations.
Your Vision.
Our Purpose.
Your Vision, Our Purpose is not just a tagline, it is how we make every decision and recommendation for you. It is how we we partner with you to help in bringing reliable financial decisions. Working with you, side by side, with unique systems and a new, refreshing approach to wealth management. Our clients are satisfied and living the life that they have dreamed about. We welcome you to find out how we can optimize your retirement lifestyle by starting a conversation.
OakGrove Wealth Management CRD # 308088
OakGrove Wealth Management is a registered investment adviser through the State of Michigan. Our ADV Brochure can be furnished upon request. We also invite you to go to brokercheck.org to learn more about our firm. We provide investment management services. We do not provide any formal financial planning for a fee. Informal planning is a byproduct from understanding your financial goals and objectives, a financial analysis of current income and assets and tolerance to risk. We will take into account tax and legacy strategies when devising your investment strategies. We charge a management fee based on the amount of investable assets with our firm. We do not have custody of client assets. We are currently using Interactive Brokers to hold client assets and clear trades for our investment platforms.
Trusted Vendors
Here at OakGrove Wealth Management, we take a look at all product offerings available to consumers and through a proven vetting process, pick the best carriers for your needs.