Oak Leaf Wealth Management Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

Oak Leaf Wealth Management is an independent firm specializing in financial planning and retirement planning. We are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. It's a model that differs from that of some other, larger financial firms known as wirehouses, whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Oak Leaf Wealth Management, 598 Great Road, North Smithfield, RI 02896. 401.765.1711

This communication is strictly intended for individuals residing in  AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency or Oak Leaf Wealth Management.

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