At Oak Harbor Wealth Partners, we work solely for the needs of our clients, not the bottom line of a bank or insurance company. We take a fiduciary approach to wealth management, assisting individuals, families and businesses in all aspects of their financial well-being. Putting our clients first in all we do is our core mission.

By combining an institutional approach to money management with a proactive attitude to financial planning strategies, we give our clients the best of both worlds. Our depth of knowledge and expertise includes Certified Financial Planner™ certificants and a Chartered Financial Analyst® charterholder.

We charge a percentage fee on assets under management or a flat fee for planning services and feel this is the best way to mitigate many of the conflicts of interest that exist when seeking financial advice.

Oak Harbor Wealth Partners, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Oak Harbor including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.  Content shared is for informational purposes only and should not be construed as personalized investment advice.

Oak Harbor Wealth Partners

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