Private wealth planning
555-0102 Book a callWealth, well tended.For every chapter.
A private planning firm for families who think in generations.
Who we are
Families change, markets move, children grow up. We keep one steady plan underneath it all.
More about our firmHow we work
Six quiet differences.
- 01Fee only
Paid by you alone, never by a product.
- 02One planner for life
The same senior planner, year after year.
- 03The whole family
Partners, parents and children in one plan.
- 04Tax aware
Every move checked against your tax picture.
- 05Estate ready
Wills, trusts and gifts planned with your lawyer.
- 06Plain reports
One clear page, never forty dense ones.
Retirement incomeEstate planningTax strategyFamily meetingsCharitable givingEducation funding
In numbers
Steady by nature.
- assets under advice
- $1.2B
- fee only, no commissions
- 100%
- planners and analysts
- 18
- of families stay each year
- 96%
- generations in many plans
- 3
- planner to family ratio
- 1:40
Who we serve
Planning for the way you actually live.
Families with young children
Education, protection and a home, balanced in one plan.
Business owners
Your company and your household, planned together.
Retirees and those close to it
A steady income you understand, with room for the good years.
Anyone receiving an inheritance
Time to think, and a plan that honours it.
Four ways we look after you.
Our services
02
Investment planning
Diversified, low cost and matched to your plan, not the headlines.
Talk it through
Why families move to us.
| Topic | oakhaven | A typical firm |
|---|---|---|
| How we are paid | A flat fee you can see | Commissions on products |
| Who you talk to | One senior planner | Whoever is free |
| What we sell | Advice, nothing else | In house products |
| Your reports | One plain page, yearly | Dense statements |
| Your family | Part of the plan | Rarely involved |
In their words.
4.9from 180+ families
They know our children by name and our plan by heart. That is rare.
Selling the business felt calm, because the plan was ready long before the offer.
One page, once a year, and we finally understand where we stand.
Questions
Good to know.
Who do you work with?
Families, business owners and retirees who want one considered plan for everything they own.
How are your fees set?
A flat annual fee, agreed in writing before we begin. No commissions, ever.
Will you promise a return?
No. Markets rise and fall. We plan for many outcomes and keep your plan current as life changes.
Can you work with my accountant and lawyer?
Yes. We coordinate with them so tax, estate and investment decisions line up.
Where do we meet?
In our offices on the east side, at your home, or by video.
Begin with a conversation.
Thirty minutes, no cost and no obligation. We listen first.
- 555-0102
- hello@oakhavenwealth.finance
- Mon to Fri, 8.30 am to 5.30 pm
- Offices on the east side, home visits across the metro area