City of Oaks Wealth Management
Run a free full auditContact Information
-
Address
Financial planner · · 5513 Cressage Ct
Raleigh, NC 27613 -
Phone
(919) 887-2828 -
Website
cityofoakswealth.com -
Facebook page
facebook.com/cityofoakswealth
Location
About 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
Score Summary
BizScoreAI scanned the website cityofoakswealth.com on June 4, 2026. City of Oaks Wealth Management has a BizScore of 64 out of 100.
- AI Visibility47 out of 100
- SEO76 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 19 of 30 points, AI Trust Signals 15 of 20 points.
Website audit sub-scores (out of 100): On-Page 78, Technical 85, Performance 83, Content 56.
Strengths: 7 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 6 checks. llms.txt (failed), FAQPage Schema (failed), Organization Schema (warning), Speakable Schema (warning), Q&A Content (warning), Author Signals (warning).
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Browse: Businesses in Raleigh, NC · Financial Planner in North Carolina · Businesses in North Carolina
AI engine reads
Read by AI engines 1 time in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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