RowanOak Private Wealth Counsel stands apart in an industry providing rudimentary financial planning. Quite often, these plans fail to address an individual’s specific need and are an after-thought to the client’s investment portfolio.
Our fully integrated team approach believes planning is the first and most important step to building a successful and lasting wealth management strategy. Our firm has spent years creating a distinct and successful approach to wealth management individually tailored to each client and family. We have assembled a team of professionals to deliver this highly personalized and unique service to each client and family we work with.
RowanOak Private Wealth Counsel understands the benefits of working with specialists such as professional accountants, lawyers and business consultants to assist when necessary. Of course, if you have your own preferred partners we will be more than happy to work alongside them.