Your career is in order, your financial goals are well-defined — you’re in the income phase. During this time, your main focus is using the money you have earned to generate more. In addition to employing other tried-and-true financial strategies, you’ll harness the power of compound interest: something Albert Einstein once called “the eighth wonder of the world”. Putting together an individualized portfolio, we’ll help you to maximize your financial potential as your earning potential peaks.
Once in place, this comprehensive, optimized portfolio will allow you to continue focusing on the things that matter most: your lifestyle, your family, and your career. Far from stressing over your bank account, you’ll know that your money is hard at work for you, steadily bringing you closer to the financial future you’ve dreamed of and, (more importantly), planned for. As this occurs, our team at SevenOak Private Wealth will begin implementing strategies to make you more tax-efficient. Continuously accumulating wealth, it will become increasingly important that you minimize the percent you pay in taxes.
In every portfolio we assemble and account we handle, we combine a steady, solid long-term plan with a dynamic approach to wealth-building. Ensuring that your money remain maximally productive and efficient, we’ll implement only those strategies that are best-equipped to provide you with the financial future you most want to have.
To begin making your money work for you, and to learn more about maximizing your financial potential during the income phase of your life, call us today!
Tyler is a very knowledgeable, professional and caring person. He is is always very willing to share his professional advice on anything we ask and need help with. We very much depend and trust Tyler with all our investments over the years. So happy our son suggested Tyler to us. Thank you Tyler. God Bless.
Mike and Tyler go above and beyond when it comes to looking after their clients. They listen and take a holistic approach that involves all aspects of your financial life.
Trust me… you need to connect with Seven Oak!
Am exceptionally happy with the way my Investments are being handled with Tyler and his Firm after years of investing. I would highly recommend his obvious expertise and experience in this day and age.
Experienced trustworthy professionals who take a holistic view of your finances.
Tyler is genuine, respectful and a well spoken professional.
Tyler is the best!