City of Oaks Wealth Management

City of Oaks Wealth Management is a financial planner in Raleigh, NC. The firm provides a variety of specialized services including investment strategy, retirement planning, insurance, and estate planning. With nearly 40 years of experience, the firm has assisted nearly 1,000 investors across 10 different states. The business maintains a 5.00 rating.

As an independent firm, City of Oaks Wealth Management focuses on building wealth and preserving assets through customized client portfolios. The team utilizes relationships with industry-leading providers to recommend products tailored to unique individual needs. Their service offerings include managing various accounts such as IRAs, brokerage accounts, and 401(k) plans, as well as disability, life, and long-term care insurance. The firm emphasizes a team approach to help clients navigate complex financial landscapes, focusing on education to help clients understand investment, insurance, and estate conservation concepts.

The office is located on Cressage Court, near the Raleigh-Cary Jewish Community Center and a short distance from TreeRunner Adventure Park. The business is situated near the intersection of Norwood Road and Old Creedmoor Road.

The business maintains thorough, well-documented information online, and their website is well-optimized for search engines.

City of Oaks Wealth Management provides dedicated financial planning and wealth management services to the Raleigh community.

Services:

• Financial Planning
• Insurance
• Investments
• Lifestyle Consulting
• Retirement Planning