Oak: A tree of the beech family. The hard, durable wood of such as tree, often used in construction.
With their strong roots the oak symbolizes the type of solid, long-term relationships we aim to cultivate here in our practice.
Bridge: A structure spanning and providing passage over an obstacle. A connecting, transitional, or intermediate route of phase between two adjacent conditions.
We look to focus on overcoming the many roadblocks you may face in life, bridging the gap between where you are now and where you want to be financially.
The word OakBridge forms the perfect metaphor, illustrating our commitment to our clients and main core competencies:
- Comprehensive Financial Planning
- Wealth Management