A complete list of active advisors currently associated with Oak Summit Wealth Management, Inc.
Warmer can help you find a great advisor at Oak Summit Wealth Management, Inc. or one who fits your needs even better.
Oak Summit Wealth Management, Inc. is a single-advisor independent registered investment adviser that provides investment management and comprehensive financial planning to individuals, small business owners, high-net-worth individuals, and trustees, overseeing roughly 91 client relationships and about $82 million in assets. Like many independent firms, it offers portfolio management for individuals and typically charges asset-based advisory fees while providing both discretionary and non-discretionary services. The firm emphasizes customized planning and prepares written investment policy statements tailored to each client, using a buy-and-hold core complemented by occasional tactical asset-allocation adjustments and ongoing portfolio monitoring. Financial planning and tax planning are integrated into its investment management, and the firm coordinates directly with clients’ estate attorneys and tax professionals as part of its service model. Notable distinctions include principal-level combined investment and tax credentials (CFA, CFP, and Enrolled Agent) and a stated practice focus on tax-efficient strategies and transitional planning for events such as retirement, divorce, or the death of a loved one, with specific offerings like date-of-death valuations and computation of tax basis. The firm also uses a third-party bond manager for individual bond transactions and reports a substantial asset base for a solo practitioner, which may be atypical among peers.
To learn more about the advisors currently working at Oak Summit Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 8
|
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