Wake Forest, NC Office

Oak Wealth Advisors provides discretionary investment management, fixed-fee financial planning (both ongoing and project-based), and retirement plan consulting for individuals, families, trusts, estates, limited liability companies and partnerships. The firm focuses on individual clients and their families and implements customized investment policy statements based on discussions of risk tolerance, tax status, and earnings expectations.

Oak Wealth constructs broadly diversified, low-cost, tax-conscious portfolios that rely primarily on no-load mutual funds and ETFs, emphasizing passive management, limited trading, and periodic rebalancing. Clients receive quarterly performance reports produced by Oak Wealth in addition to custodian statements, and assets are held by independent custodians while the firm generally manages accounts on a discretionary basis.

The brochure discloses features that are less common among peers: Oak Wealth produces its own periodic client reporting beyond custodian materials and directs readers to third-party sources (the SEC’s adviserinfo site and its IARD/CRD number) for additional verification. The firm also notes focused services such as coordinated special-needs planning and recent firm-level changes, including an ownership transition and expansion of office capacity, which may influence how services are delivered.