Client Login

Contact Us

Southern Oak Wealth

5205 Maryland Way, Suite 320,
Brentwood, TN 37027

Office: (615) 246-5510
[email protected]

“Often the biggest questions around wealth and estate never get asked. We actually involve the rising generation in family wealth discussions, and it can be an immensely helpful part of the process.”

Ann Hollis-Young, AAMS®
Managing Partner