Financial Lifestyle Planning

Quite often financial plans are limited in their scope focusing on the age an individual plans to retire, the number of years in retirement, and how much money they expect to need during their retirement years. RowanOak Private Wealth takes a more holistic approach to wealth management. Our plans utilize both traditional and non-traditional strategies to meet your needs as you transition through various stages of life.

If you feel financial lifestyle planning, tax strategies, wealth preservation, cash flow optimization, goals based reporting, a dedicated wealth manager and a collaborative team approach are important please contact us to obtain more information or to arrange a conversation.