Our Services

What We Do

Advanced Tax Strategies

Tax minimization is our specialty. We are here to help you navigate advanced tax strategies such as Roth Conversions, charitable strategies, executive compensation, and tax-efficient investment management.

Retirement Planning

Ensure you are on track for retirement with our in-depth financial planning analysis and strategies. We will guide you through each difficult decision to put you on route for a successful retirement.

Transitional Planning

We are experts in transitional planning adding clarity and understanding in difficult times. We welcome clients who are in life transition; and who have experienced a major change that has altered their lives, such as the loss of a loved one or divorce.

Investment Management

Customized and diversified investments tailored to your unique circumstances with keen eye on tax-efficiency. We believe in evidence and researched based investments. Our investments are low-cost and commission free.

Estate Planning

Making sure you get the right expertise and documentations so that your wishes are fulfilled to take care of the next generation

Portfolio Withdrawal Planning

Guidance on how to fund your life in the most efficient way. We will provide a plan that changes as your life does. We will take care of required minimum distributions too.

Social Security Optimization

Deciding when to start social security is complicated, leave the calculations to us. We will factor in lifetime earnings, taxes, medicare premiums, and the effects on other planning strategies to help you make the best decision for your future.

Education Planning

Helping you set up the future generation for success. We will help you navigate the ins and outs of education planning for you and your family

Financial Planning Journey

A breakdown of what it looks like to work together:

Getting Started with Oak Summit

Step 1) Free Consultation

The first step to working with Oak Summit is getting acquainted & learning more about your situation to see if we're the right advisors for you

Step 2) Build and Execute a Plan

Once you're ready to move forward, we go through our planning process to ensure all areas of your financial life are addressed & planned for. We will put together clear steps and changes and help you implement them.

Creating a Detailed Financial Plan

Ongoing Service & Maintenance

Step 3) Live your life

Money isn't meant to be a stressful part of your life. We help with decision-making and provide proactive planning so you can focus on enjoying life

Let's work together

Take the first step and schedule a free consultation with Oak Summit Wealth Management below to learn more about how we help: