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

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

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