Your Partners for
Values-Driven Consultation.
Your Partners for
Values-Driven
Consultation.
With over 100 years of combined experience, we bring expertise from across the gamut of financial disciplines and offer clients a complete suite of tailored services.
With over 100 years of combined experience, we bring expertise from across the gamut of financial disciplines and offer clients a complete suite of tailored services.
Welcome from our CEO
“At Oak, we provide bespoke, objective financial guidance to our clients that reflects their long-term goals and economic values.”
Frederik Schwarz
Founding & Managing Partner
Leadership Team
Frederik Schwarz
Principal
A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.
Frederik Schwarz
Principal
A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.
Frederik Schwarz
Principal
A seasoned financial strategist, Frederik brings decades of expertise in wealth management and investment planning, guiding clients with precision and insight.
Amber Pearce
General Manager
As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.
Amber Pearce
General Manager
As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.
Amber Pearce
General Manager
As General Manager, Amber ensures seamless operations and exceptional client service, combining financial expertise with a commitment to excellence.
Management Team
We’re looking for passionate and driven finance professionals to join our team. If you have proven experience in independent wealth management and are seeking your next challenge we want to hear from you.
Luke Rusconi
Account Manager
Luke Rusconi
Account Manager
Luke Rusconi
Account Manager
Catherine Lopkin
Account Manager
Catherine Lopkin
Account Manager
Catherine Lopkin
Account Manager
Benjamin Vance
Strategic Partnerhsips
Benjamin Vance
Strategic Partnerhsips
Benjamin Vance
Strategic Partnerhsips
William Cole
Strategic Partnerhsips
William Cole
Strategic Partnerhsips
William Cole
Strategic Partnerhsips
Henri Billings
Account Manager
Henri Billings
Account Manager
Henri Billings
Account Manager
Amber Pearce
General Manager
Amber Pearce
General Manager
Amber Pearce
General Manager