Crimson Oak Wealth Management is a fee-only Registered Investment Advisory (RIA) firm providing financial planning and investment management. We specialize in wealth management services such as lifetime retirement income planning, generational wealth transfers and estate planning strategies, tax planning and charitable planning advice.
Crimson Oak approaches every client relationship as a fiduciary – someone who manages assets for the benefit of another person or entity and is in a special relationship of trust and legal responsibility. A fiduciary is required by law to always act in the best interest of their clients.
Compensated only by clients; Serving only clients
Our legal obligations are only to our clients. We do not receive any referral fees; we do not earn any commissions and we do not sell any products. We are not “fee-based” like a majority of financial advisory institutions that adhere to a lower level of “suitability” standard instead of the fiduciary standard.
Qualified and Experienced
Our advisors are required to hold the Certified Financial Planning™ designation. The President of Crimson Oak Wealth Management holds the CFP® designation as well as a Doctorate in Economics from Syracuse University. Prior to working in the private sector, she was an assistant professor of Economics for several years at a nationally recognized liberal arts institution.
Crimson Oak has guided clients through all types of market environments, through multiple challenges in life, through hypes and hysteria, all the while focused on empowering clients to enable sound financial decisions related to their retirement plans, college education funding, health care needs, taxes, trust management, risk mitigation and various other life’s decisions.
Welcome to our website. It is the window into our process, our beliefs, our value system, our work ethic and our culture. Here at Crimson Oak Wealth Management, we collaborate with our clients with the goal to enable them to make wise financial decisions. Our mission is to help our clients achieve their personal financial goals in life and to do so with integrity and intelligence. We are always cognizant of the fact that clients entrust us with more than just managing their wealth. We realize that their aspirations, their dreams and the financial well-being of their families is influenced by the prudence of our counsel.