Exclusive Financial Planning & Wealth Management for High Net-Worth Individuals

Preserving and Growing Your Wealth for Generations

Your success deserves a strategic partner who understands the complexities of managing significant wealth. At Oakridge Financial Planning, we offer personalized wealth management services designed to help you preserve, grow, and transfer your wealth while navigating life’s opportunities and challenges.

Tailored Services for High-Net-Worth Clients

  • Maximize your wealth with an all-encompassing approach to financial planning.

    • Investment Strategies: Customized portfolios designed to align with your goals, risk tolerance, and time horizon.

    • Tax Optimization: Advanced strategies to minimize tax liabilities while adhering to regulations.

    • Philanthropic Planning: Structure charitable giving to make an impact while achieving tax efficiency.

  • Protect your legacy and ensure a seamless transfer of wealth to the next generation.

    • Wealth Transfer Strategies: Efficiently pass on assets to heirs while minimizing estate taxes.

    • Trust and Estate Guidance: Work alongside your legal team to establish trusts and wills.

    • Multigenerational Planning: Help prepare your heirs for financial responsibility and wealth stewardship.

  • Safeguard your wealth and assets against potential threats.

    • Asset Protection: Strategies to shield your wealth from unexpected claims or liabilities.

    • Insurance Review: Ensure adequate coverage for your unique needs, including life, disability, and umbrella insurance.

    • Contingency Planning: Develop plans to address unforeseen challenges.

  • Secure a comfortable and financially independent retirement.

    • Income Replacement Strategies: Ensure consistent cash flow in retirement.

    • Roth IRA Conversions: Evaluate opportunities to optimize tax efficiency in retirement.

    • Lifestyle Planning: Align your retirement plans with your personal goals and aspirations.

Note: for a more detailed list of our services, please check out our Form ADV Part 2A.

Why Partner with Oakridge Financial Planning?

We understand that managing significant wealth requires more than just financial expertise — it demands a partner who prioritizes your vision and values.

  • Discreet and Personalized Service: We provide highly tailored financial guidance while respecting your privacy.

  • Holistic Approach: Every aspect of your financial picture is integrated into our planning.

  • Proactive Support: Ongoing monitoring and adjustments to keep your plans aligned with your goals.

  • Fiduciary Commitment: Your best interests always come first.

Client-Centered Wealth Management Process

  1. Discovery: We start by understanding your goals, values, and priorities.

  2. Customized Plan Development: We craft a financial strategy tailored to your unique circumstances.

  3. Implementation: Work collaboratively to put your plan into action.

  4. Ongoing Monitoring and Adjustments: Regularly review and refine your strategy to adapt to changing needs and market conditions.

Take Control of Your Financial Future

Your wealth is a tool to create opportunities for yourself, your family, and the causes you care about. Let Oakridge Financial Planning help you maximize its potential.

FAQ

  • A: Generally, high-net-worth individuals have at least $1 million in liquid financial assets. However, we also work with clients who are in the process of building significant wealth.

  • A: Discretion is a top priority for us. Your information and financial details are handled with the utmost care and confidentiality.

  • A: Absolutely. We collaborate with your existing team of professionals or connect you with trusted experts to ensure a seamless approach to your financial needs.