From the Internet to social and mobile apps, technology continues to make financial news and advice more readily available than ever before. Even so, it still takes experience to assimilate all that information into a long-term strategy focused on accumulating and growing wealth.
When it comes to the future, everyone’s dream is different, but it usually starts with the same big picture question: how much do you need to live a comfortable retirement? From there, it’s about your money and how you manage it. After all, with the trend toward people needing to save for their own future unlikely to slow, the time to start planning for tomorrow is today.
With offices in Crown Point, Valparaiso, Cincinnati, OH and Naples, FL, Oak Partners has been assisting clients with the creation and preservation of wealth for two decades.
“Our clients are focused on their financial independence,” Partner Marc Ruiz said. “From those who have already accumulated a considerable level of financial assets to younger families interested in growing their net worth, we’re here to help our clients achieve their financial goals.”
“Historically, the most common time for an individual or family to establish a relationship with our firm is the period right before or immediately following retirement,” Partner Jason Urbaniak added. “More recently, our firm has established a growing number of new relationships with clients who learn about us through referral. Some of these people are experiencing a period of financial or professional change – events such as a promotion, job change, sale of a business or even the passing of a loved one often elevates the need for additional financial insight and strategy – while others are just very concerned about the future of Social Security right now.”
Offering a deep understanding of the need for financial strategies to change and adapt over time, Oak Partners is knowledgeable about financial issues of greatest importance to their clients while managing more than $500 million of investable client assets.
“People are constantly bombarded with the latest updates from the financial markets,” Partner Michael Barancyk explained. “It’s our job to cut through all that noise and identify those issues that directly affect our individual clients based on their unique needs and plan.”
“It’s also our job to constantly educate our clients,” Partner Mario Ruiz added. “To that end, Oak Partners strives to be different. We have a unique team approach that always allows you to be in contact with someone familiar with your account in our office, any time you call. The person who answers the phone, and yes, you will always reach a person not a recording when you call Oak Partners (during regular business hours), will put you in touch with a team member who can help you right away.”
“When we started out as a small independent office with just the three partners down the street in Merrillville, our goal was to offer clients something different than the norm,” Founder and Partner Fred Ruiz said. “Now, 20 years later, we have a staff of 25 committed to that same winning combination of strong client relationships and individually-tailored investment strategies.”
Since 1993 Oak Partners has built upon the true partnership of lifelong friends who value one another. Every member of the company’s growing team is part of an extended family, and the special relationships forged with clients along the way have always been an integral part of that bond. Regularly scheduled client appreciation and educational events give everyone the opportunity to catch up and share their thoughts on the latest market movements.
Securities and Advisory Services offered through SII Investments Inc., Member FINRA, SIPC a Registered Investment Advisor. Oak Partners, Inc. and SII are separate and unrelated Companies.
FOR MORE INFO:
Oak Partners, Inc.
55 West 94th Pl
Crown Point, IN | (219) 795-1000