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Client Experience

It is more than putting clients first; it is getting to know them. Black Oak Wealth Management strives to provide a first class, highly personal boutique experience where we go above and beyond to answer all client¹s questions and investment needs.

As with any worthwhile relationship, our work with clients is based on mutual trust and responsibility.

Listening- We start with listening. Listening to both what you say and what you don’t. From there we are able to truly UNDERSTAND. Once we have been able to define your personal investment philosophy we balance your customized portfolio with the appropriate level of risk.

Comfort- We take the time to talk to you. To teach. To make you feel comfortable, so you can sleep at night. Then and only then are we ready to implement your investment plan.

Implement and Monitor- At Black Oak Wealth we monitor your portfolio regularly, to make sure that your current investment allocation matches the appropriate level of risk reflected in the market.

It is always about the client. We are always searching for that next idea that can help our clients get a little bit closer to where they want to be.

As with any worthwhile relationship, our work with clients is based on mutual trust and responsibility
610-430-7990 | invest@blackoakwealth.com
©2009 Black Oak Weath Management, LLC