Oakleigh Wealth Services

I created Oakleigh to take a holistic and goal focused approach to financial planning to help you gain clarity, feel security, grow and enjoy your definition of wealth. Advice-only financial planning provides you with a collaborative review of your current financial picture, goal focused analysis, jargon-free recommendations, and support for implementing your plan. We’ll create a living plan that is centered on you and your family alone. Whether you’re a new graduate, mid-career, confronting or contemplating a major change, or have already made the transition to retirement, we can help. For individuals or families who are too busy or who would rather a trusted and disciplined investor manage their portfolio, Oakleigh offers investment management services in conjunction with holistic planning. We’ll create and manage a customized investment plan that aligns with your needs and goals, so you can enjoy your definition of wealth while we take care of the details. Like it or not, money touches so many areas of our lives, and it often provides a window into the disconnects between our interior lives, our outward projections, and relationships. Having a clear picture of your values and goals along with your financial constraints can help to reduce anxiety and refocus on what matters most. Navigating these important conversations requires the sensitivity and skill of a good counselor as well as financial expertise.