Sterling Oak Wealth Management
At Sterling Oak Wealth Management, our goal is to construct a comprehensive wealth management plan to grow and protect assets and generate a lifetime retirement income. Our advice is independent and is derived from our extensive background in portfolio management, wealth management, and financial planning. Our mission is to give our clients complete sense and order of their financial lives. We invest conservatively for a safe and reasonable rate of return, and our clients are primarily high net worth individuals and families.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 2 verified contacts at Sterling Oak Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- BO
Brian Oconnor
President, Chief Investment Officer, Senior Portfolio and Wealth Manager · Other
EmailPhone - RO
Ryan Oconnor
Registered Investment Advisor · Finance & Accounting
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Sterling Oak Wealth Management
2 distinct titles indexed · top 2 shown.
- 1president, chief investment officer, senior portfolio and wealth manager
- 1registered investment advisor
Sign up to unlock all 2 contacts at Sterling Oak Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Sterling Oak Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.