At River Oak Asset Advisory we focus on working with family. It is not just about an individual, or a couple, but serving the entire family. It is about building the trust and confidence that spans multi-generations. It’s about legacy.
This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams and concerns, too. We’ll analyze items like your financial statements, tax returns, cash flow and budget. From there, we will create a plan of action that we will coach you through.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging innovative portfolio stress testing and risk assessment tools, we ensure that your questions are answered and your needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you. Addionally, we will work hand-in-hand with our in-house CIO, Rick Wedell, to deliver you an institutional-caliber investment experience.Learn More About Rick Wedell Here — Bluemonte Investment Platform
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.
We work with founders, presidents and CEOs of companies and help them develop strategies to better manage and protect their business.
We seem to live our lives in stages — and how we plan for the management of our estate and the transfer of wealth to others is critical knowing we want to minimize the inconvenience to others while maximizing the value of our assets.
As a successful executive you face complex regulatory challenges when trying to evaluate, manage, liquidate and analyze the assets within your corporate equity compensation plan. The experienced professionals on our Executive Compensation team at Charles Schwab partner with us to deliver specialized guidance and tailored solutions to help you meet your unique needs and access your wealth.
River Oak partners with the top financial services firms to give our clients control over their money. Beyond just traditional asset custody, our partners offer best-in-class banking services including collateralized loans, competitive money market rates and mortgages.