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Committed To Nurturing & Safeguarding Your Wealth

With transparency and honesty as our guiding principles, we stand prepared to be your trusted partner on the journey to financial success.

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Welcome 
We’re here to guide you with competency and care.

At Oaken Shield Wealth Management, we excel in guiding clients through market fluctuations and deciphering the cacophony of financial information prevalent today. We maintain a steadfast focus on long-term objectives while remaining adaptable to seize emerging opportunities. 

Our founder, Jim O’Connor, has diligently acquired both the CFP® and CIMA® designations, a unique distinction that underscores our commitment to continuous learning and professional excellence. This rare combination of esteemed credentials serves as a testament to our firm’s unwavering dedication to providing clients with superior financial guidance and expertise.

How We Help 
Services tailored with your situation in mind.

We offer a holistic approach to wealth creation and preservation through customized solutions that empower clients to take ownership and gain confidence in their financial plans.


Financial Planning

By taking a holistic approach, we integrate all aspects of your financial well-being into a cohesive plan to develop a comprehensive strategy that maximizes your potential, mitigates risks, and uncovers opportunities.

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Retirement Planning

 Understanding your risk tolerance, financial objectives, and time horizon, we develop a personalized investment plan tailored to your needs.

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Investment Advice

When working with us for retirement planning, we assess your current financial situation, project future income needs, and develop a personalized retirement plan tailored to your unique circumstances.

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Who We Are 
We want to develop a trusting, long-lasting relationship with you.

We specialize in catering to individuals with investable funds exceeding $500,000 who value professional advice and seek to entrust the management of their investments to us. Our firm embodies a profound passion for the financial industry, infusing each client's interaction with integrity and dedication. 

Driven by an insatiable curiosity for all aspects of finance and a commitment to continuous learning, we prioritize our clients' best interests in every decision we make. Our unwavering dedication to providing trustworthy recommendations reflects the deep trust our clients place in us.

Financial Resources

Explore our comprehensive suite of resources today and take the first step towards enhancing your financial well-being. When you work with us, you can access valuable tools and insights that can help you achieve your financial goals.

Mortgages in Retirement

Mortgages in Retirement

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A Primer on Dividends

A Primer on Dividends

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When Should You Take Social Security

When Should You Take Social Security

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Let's talk about
your goals.

Ready to take control of your financial future? Schedule an appointment with our experienced advisor today and embark on a journey towards financial success.

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