Red Oak Wealth Management is a financial advisory firm located in Oradell, NJ, specializing in developing and implementing custom financial strategies for individual and business clients. With a focus on risk and tax efficiency, they help clients achieve their desired goals by viewing assets and income in three categories: Consumption, Contingency, and Legacy. Their unique approach ensures that clients have a comprehensive financial playbook and the confidence to reach their life's goals.
Offering a range of services including asset management, retirement planning, and estate planning, Red Oak Wealth Management takes into account the different risk and tax characteristics of each asset type to create a tailored liquidation strategy. With a team of experienced professionals registered to conduct securities and insurance business in certain states, they provide personalized financial solutions to clients, ensuring they are on track for a secure financial future.
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