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

Federal Income Tax

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

Cost of Retirement

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

Impact of Inflation

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

Mortgage Acceleration

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

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Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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