SevenOak Private Wealth strategically partners with experts in the asset management field to bring a robust offering to our cliental. Our clients rest assured that the hard earned money they place in the market is handled in a secure and advantageous way. This is achieved through collaboration with Portfolio Managers that keep our client’s best interest at the forefront of their sound investment strategies.

Jason Petrick, CIM®|Portfolio Manager

Aligned Capital

WealthCo Asset Management

WealthCo Inc.

Tarek Williams, CFA® | Mark Maxwell, CFA®

Tower Asset Management