BLACK OAK WEATH MANAGEMENT

We don't just accept the norm. We question it. Over the last 30 years people have primarily invested the same way. We look to push the envelope, and are always seeking opportunities to take advantage of inefficiencies in the market. Black Oak Wealth Management, LLC was founded to break away from the big brokerage model where the individual client got lost in the masses. Our boutique model is based on relationships and always putting them first... Black Oak Wealth does not hold client assets. Instead, an account will be opened in your name with an independent third party acting as custodian. You retain unlimited access to your account. We are granted trading authority for the purchase and sale of securities within the account. To ensure complete transparency of the management of your account, the date and price of every transaction is reported to you through timely confirmation statements.

Also known as: Black Oak Wealth, Black Oak Wealth Management, LLC, Black Oak Weath Management, LLC

Primary location: West Chester United States