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Committed to inspiring our clients and empowering them to achieve their dreams, our team at SevenOak Private Wealth will help you to design the life you most want to lead. We'll work to understand your goals, keep you financially informed, and implement a portfolio that's been tailored to your vision of an ideal future.
More than just experts in our field, we at SevenOak recognize the important role that we play within our community. We're dedicated to treating clients, strategic partners, and fellow staff with integrity, communicating with them honestly, and upholding a standard of professional transparency. In everything that we do, we aim to improve the lives of those we affect.Read More Contact SevenOak Private Wealth
I have had the pleasure of knowing Mike for close to fifteen years now, both on a personal level, and a professional level. I can say without any doubt that Mike and the team at SevenOak Private Wealth are some of the most knowledgeable, helpful, and generous individuals I have met and worked with. It has been an absolute pleasure working with Mike and the SevenOak team, and I look forward to our continued relationship. I would recommend their services to even my closest family and friends.
I have had the privilege to work with Tyler as he has played an important role in getting our restructured business operating in a secure manner. Tyler was referred to us at a pivotal time in our business that needed service that went the extra mile when it came to risk management. We have had years of experience with group plans and risk management for directors/owners that were provided by financial planners. The value that Tyler brought to the table that made him stand apart was his attention to detail, his ability to promptly accommodate our needs and his pro-active approach to making sure we were getting the best possible solution for our situation. It is my recommendation that Tyler’s and the team at SevenOak Private Wealth be seriously considered no matter where your business is in its life cycle.
Mike and the team at SevenOak Private Wealth are not only great people but also great advisors. Mike was my accountant for years. If you are looking for a new financial advisor I recommend Mike with 100% confidence.
The SevenOak Private Wealth team are genuinely caring and family-oriented individuals who give their all in everything they do to help people unlock and reach their potential. Down to Earth and easygoing.
“Working with SevenOak Private Wealth has been a great experience. We’ve worked on and are using tax efficient strategies across my corporate and personal financial planning and I feel good about my future. I would suggest that business owners like myself make the time to talk with these guys.”
Small Business Owner