First Oak Wealth Management

First Oak Wealth Management is an independent wealth management firm based in Raleigh, North Carolina. We specialize in objective wealth management strategies, partnering with clients to create personalized plans designed to realize their financial aspirations. We prioritize a people-centered approach, recognizing that successful wealth management is about more than just numbers.

Our Team

Our experienced team of advisors is dedicated to providing personalized guidance and comprehensive financial solutions. Led by Ryan Thomsen, a Certified Private Wealth Advisor (CPWA) with over a decade of experience, we are passionate about helping clients navigate their financial journeys with clarity and confidence. Additionally, Austen Hawkey, a Certified Financial Planner (CFP) and Certified Public Accountant (CPA), brings his expertise in taxation and wealth planning to the team.

Our Approach

At First Oak Wealth Management, we embark on a collaborative journey with our clients to understand their unique needs, goals, and aspirations. We utilize comprehensive financial planning principles to create tailored strategies that align with their aspirations. Our approach involves:

• Comprehensive needs assessment and goal setting
• Scenario-tested investment strategies
• Risk management planning
• Tax optimization strategies
• Periodic reviews and updates

Our Services

Our comprehensive wealth management services include:

• Investment Planning: Develop and implement portfolio strategies aligned with your financial goals and risk tolerance
• Retirement Planning: Optimize your retirement accounts and plans for a secure future
• Tax Planning: Minimize your tax burden and maximize your returns
• Risk Management: Protect your assets from potential losses
• Estate Planning: Ensure your financial plan includes your wishes and protects your legacy

Our Commitment

At First Oak Wealth Management, we are committed to providing our clients with:

• Personalized attention: We prioritize understanding your unique needs and goals.
• Transparency and communication: We maintain open and regular communication to keep you updated on your financial plan.
• Fiduciary responsibility: We act in your best interests and uphold the highest ethical standards.
• Client-centered approach: We are committed to working collaboratively with you to achieve your financial aspirations.