Our Services
Five disciplines, managed as one integrated plan.
We help you become financially organized — preserving and enhancing your wealth so you can achieve your evolving personal and financial goals. Oak Springs believes wealth preservation is a mindset that can't be compromised.
The Full Program
Comprehensive Wealth Management
High net worth families need much more than management of an asset portfolio. We integrate every distinct component of your financial life into one program — carefully and actively managed as a lifelong endeavor. The four disciplines below aren't solo events; they're pieces of this overall program, and we grind through the details so they work seamlessly together.
Fee-only
Fiduciary
Independent SEC RIA
Twelve components, one plan
Financial plan
Estate plan
Investment plan
Tax plan
Philanthropic plan
Family governance
Succession plan
Legacy plan
Risk & insurance
Education
Bill paying
Accounting
The Four Disciplines
Each stands on its own and as part of the whole.
Family Office Services
A focused level of attention for wealthy families — comprehensive oversight of all financial assets, the collection of mail and payment of all bills, and monthly reporting of income and expenditures. Always fee-based, never commission driven.
Asset oversight
Mail & bills
Monthly reporting
Customized Financial Planning
A life-long, ongoing process. We improve your personal balance sheet, grow liquid assets for consistent returns with minimal volatility, and preserve what you've built through tax strategy and a legacy plan that passes on your values as well as your wealth.
Net worth
Tax strategy
Legacy plan
Bill Pay
We manage liquid and illiquid assets with a strong bent toward wealth preservation, using strategies built to withstand sharp market drops. Fee-based with no commission-driven solutions, and our oversight can extend to holdings outside our firm. Always a fiduciary relationship.
Bills paid
Monthly reports
Quarterly cash flow
Investment Management
A focused level of attention for wealthy families — comprehensive oversight of all financial assets, the collection of mail and payment of all bills, and monthly reporting of income and expenditures. Always fee-based, never commission driven.
Liquid & illiquid
Wealth preservation
Outside holdings
How We Work
Organize. Preserve. Enhance. Achieve.
01
Organize
We help you become financially organized — a clear picture of everything you own, owe, and earn.
02
Preserve
We protect what you've built, with strategies designed to withstand volatility and minimize taxes.
03
Enhance
We grow your net worth thoughtfully, balancing consistent returns against the risks that matter.
04
Achieve
We help you reach your evolving personal and financial goals — and remain there.
