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

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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