Oak Capital Management, LLC

Financial ServicesSouth Carolina, United States11-50 Employees

Oak Capital Management, LLC is a comprehensive Financial Services and Wealth Management firm.

Our mission is to help clients with their financial goals and give them the guidance to achieve financial independence. Through our state of the art planning platform, our client's lives are simplified through online access to all thier accounts.

Our process and independent research have differentiated us as leaders in our industry. We customize our financial programs and strategies for each client, one at a time, and meet with them regularly to monitor their progress.

Combined, our professionals have over one-hundred years experience in financial planning and wealth management, while our staff are eager to help you when needed.

Contact our firm today or call (843) 849 - 7878 to arrange a no-cost, no-obligation consultation. We will evaluate your situation and discuss how our experience in financial planning and wealth management can benefit you.

AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.   [Oak Capital Management, LLC] is not owned or operated by AXA Advisors or its affiliates.]

Sign up for free to view info

Email Format Employee directory