There aren't many things more personal than your finances. Yet truly personal service is hard to find when it comes to financial planning. That's where Oak Ridge Wealth Management can make a difference. We're completely driven by the needs of our clients. Our investment professionals help individuals of all income levels determine sound investment strategies.

With decades of combined experience, the advisory team  at Oak Ridge Wealth Management can assess your current financial situation, explain your options, and answer your questions. With periodic reviews of your financial management program, they can make sure your investment strategies are on target in today’s changing economy.

Mission Statement:

Our purpose is to listen to, consult, guide, and educate each client, valuing their financial future as if it were our own.


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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

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