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Wealth Management

We know helping you reach your goals is bigger than just focusing on stocks and the markets. It’s about understanding your priorities.

What matters to you most?

Through straightforward, relevant conversation and a process that combines your goals with your attitudes toward risk; we will design a comprehensive investment strategy around what really matters to you.

Whether you are looking to grow your portfolio, save for college tuition, pay less in taxes or create additional sources of income later in life, Oaktree Advisors can help you find the right solutions.

We have a number of account options and services designed to help you achieve your financial goals. Contact us to find out how we can serve you.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670