OakGrove Wealth Management

OakGrove Wealth Management, located at 11636 Highland Road, Hartland, Michigan, is a finance institution dedicated to providing tailored financial guidance to help individuals, families, and businesses make informed decisions about their wealth and legacy. As a Registered Investment Adviser in the State of Michigan, OakGrove offers a unique investment discipline that combines quantitative, qualitative, and technical approaches to create customized portfolios for clients. With over 20 years of experience, OakGrove Portfolios offer 10 distinct proprietary stock funds designed to maximize performance and minimize risk.

At OakGrove Wealth Management, the focus is on understanding each client's specific goals and needs to deliver personalized solutions that align with their vision for the future. Through thorough analysis of financial holdings, income projections, and tax planning, OakGrove helps clients secure a brighter financial future and achieve their long-term objectives. By utilizing a blend of passive and active investment management strategies, OakGrove ensures that clients can make the most out of their resources and keep more of what they earn.

It is important to note that published rates of return using model pricing may not reflect actual client performance, as individual trade execution and portfolio allocation can impact results. Clients are encouraged to obtain accurate performance data from custodial statements provided by Interactive Brokers, Inc. With a commitment to excellence and a focus on building lasting relationships with clients, OakGrove Wealth Management strives to provide the highest level of service and expertise to help clients achieve financial success and secure their legacy.