GREAT OAK WEALTH MANAGEMENT, INC

Overview

Great Oak Wealth Management, Inc. is an independent registered investment adviser serving individual and family clients, with a client subset that includes small businesses. The firm delivers financial planning and portfolio management services and charges clients through a mix of percentage-of-AUM fees, hourly billing, fixed fees and other arrangements. Investment activity is tilted toward listed equities and exchange-traded instruments, implemented through discretionary mandates. The adviser is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not operate as a capital allocator or pension consultant. Strategy-wise, the firm appears equity-centric: it favors exchange-traded equities as the primary building block for client portfolios and uses separately managed account structures to house those exposures. Financial planning is an integrated service, used alongside portfolio management to tailor allocations for individual and family needs.

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Public Holdings

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Location & Offices