Choose to work with Oakstone Wealth and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose to work with us, & you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities & manage it, hands-on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We have been in business for over 40 years, through several economic cycles with proven successful methods.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your life's ideals and goals is the stuff that makes us excited.
Pull up a chair, and let us tell you our story.
Listen to insights from our market specialists
26 July, 2022
When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. Read more
8 July, 2022
Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tighte Read more
28 June, 2022
Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries. Read more