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About us

We chose the name Oaktree & Associates because we strongly felt it represented the strength, depth, and stability of our wealth planning team in the community over the last 20 years.

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Many parallels can be drawn between golf, playing music, and successful Wealth Management.  It’s unlikely an inexperienced golfer will randomly select a club and play well, and just as unlikely one would just pick up a guitar for the first time and start playing there favorite tune.

Most likely he or she has studied the golf course, knows exactly how far each club will carry the ball, and will need to plan for the weather that day. It's just as likely that to play a song on the guitar, you'd need to learn to read music, have a rhythmic ear,  and understand how to form the notes.

Let's assume you weren't born a natural golfer or weren't musically inclined, having somebody with the right experience to teach you how to play is vital. If you're a Professional Golfer or an accomplished Musician, your goal is to win and amaze.


Having the right Wealth Planning Team will lead to both.

At Oaktree & Associates our strategies, frameworks, and insights help our clients navigate complex wealth planning decisions.


Our job is to analyze, explain and advise. We strive to add value and precision to the plans we create with our clients, and in doing so provide peace of mind, so you can focus on your pursuits and passions.

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