Our Services

Wealth Management

Wealth Management Sign

Investment planning and portfolio construction can be difficult to handle on your own, which is why many of our clients rely on our team to manage their investments and deliver the returns necessary to reach their goals.

We build portfolios using a disciplined investment process that includes strategic asset allocation to mitigate portfolio volatility.

In other words, we build investment plans for the certainty of uncertainty so that regardless of the market conditions there is always a smart place where our clients can get money. Included in our Wealth Management services, we are committed to:

  • Helping our clients gain confidence and clarity about their investments.
  • Consistently evaluating performance, asset allocation, risk, cost, and tax efficiency of our portfolios.
  • Assessing, managing, and communicating risk to our clients.
  • Providing a lower cost way to build a strong foundation so our clients can keep more of what they earn.

The North Oaks Financial Group Investment Committee includes Luke Schneider, Keith Berg and Carter Michaelson (Wealth Advisors), Connor Chesnut (Wealth Management Associate) and Taylor Moline (Financial Planning Specialist), and works in consultation with our portfolio construction teams at Fidelity Investments & BlackRock Funds.