Investments

business investments and consultingThe financial winds have been shifting more than ever. That means the path to reaching your goals has most likely changed too. Now is the time to reassess your financial plans with a complimentary review at Oak Ridge Wealth Management.

Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive financial plan, we’re here to help.

Our Investment Representatives can provide you with individualized financial planning services to help you meet important life goals, such as buying a home, saving for your child’s education or planning for retirement. We’ll provide you insight and guidance based on an understanding of your unique situation.

Services include:

  • Reviewing Your Current Financial Plan
  • Retirement PlanningBank of Oak Ridge Advisor consulting couple on investments
  • IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  • Tax Efficient Investments†
  • Retirement Income Strategies
  • Education Funding
  • Life and Long Term Care Insurance

Contact us today to schedule a free, no-obligation appointment by calling Client Connect at 336-644-9944, use our online contact form, or stop by one of our convenient Triad office locations to start designing a plan today.

 

Oak Ridge Wealth Management clients may click on the button below to view your investment portfolio online.

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*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients. For specific tax advice, please consult a qualified tax professional.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in the state if the representatives and the BD or IA they represent (a) satisfy the qualifications requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.