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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.

Doubling Your Money

This calculator demonstrates the power of compound interest.
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The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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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