Southern Oak Wealth > Our Services

When your time is limited and your finances are complex, ‘set it and forget it’ isn’t enough – your financial life needs to be actively managed and organized in order to help ensure that your wealth will continuously support your personal and family priorities.

Having a fully aligned plan allows us to correct costly inefficiencies, manage complexity, and help ensure that the individual facets of your financial life are properly connected. When your financial life is integrated in this way, daunting tasks like retirement or transitioning a business become focused, goal-oriented and attainable through a practical strategy.

Our approach includes:

Coordinating your retirement preparation strategies, whether it’s five years or 20 years away

Insurance strategies to help support broader goals for protection, family and estate

Drawing upon a network of specialists and resources

Total transparency, clear communication and a commitment to client education

Responsible incorporation of debt and liability management

Coordination with your current accounting and legal professionals, ensuring strategies draw input from your family’s most trusted specialists

“Our clients rely on our financial expertise, but often what makes the difference is all the little things. We take the time to add convenience and clarity to their experience.”

J. Patrick Poling, CFP^®, CRPC^®, CEPA^®, CPFA
Managing Director, Senior Portfolio Manager

Our investment focus is simple: we work with individual clients and their families with the aim of growing and preserving their wealth.

As an independent firm, we have the freedom to apply individualized strategies and to seek out the solutions that are best suited to your particular needs. It also means you get direct line of communication to the decision-makers behind your portfolio.

Our investment services include:

Discretionary management that allows for an efficient investment process and complete alignment with your specific objectives and specifications

Aligning your portfolio with your wealth plan to help prevent you from taking on any more risk than is necessary

Tax-efficient growth and reducing the tax burden associated with your investments

Presenting proactive investment opportunities and acting as a sounding board for ideas

Considering the full investment universe, including individual stocks, bonds, ETFs and mutual funds, as well as more sophisticated investments such as private equity, real estate-based assets, option strategies, and structured investments

What you want to build and what you want to leave, the assets you’re growing and those you’re giving, the business you run and the impact you hope it will make – we believe that, like your wealth, your legacy requires thorough advice and personal guidance.

This means taking a comprehensive approach that considers your whole financial life – and all those tied to it, like professional partners and members of the rising generation.

Our family legacy services include:

Comprehensive estate and wealth transfer planning for families

Advanced charitable giving strategies for individuals or through a business, such as setting up a foundation or endowment

Navigating the tax considerations of gifting, transferring wealth and building an estate

Working with business owners and stakeholders who are transitioning a business or leaving a corporation

Facilitating open conversations with beneficiaries, successors and professional partners in order to establish and pursue shared goals

Our exit planning services include:

A valuation assessment of how your business is perceived internally and externally

A review of multiples in your industry and where you fall in that range

An in-depth look at what you can address to improve your company’s valuation

Helping explain and weigh exit options for when that day comes

Relating how your business value affects you, your retirement, and your family

Southern Oak Wealth

Total Financial Integration

Investment Services

Family Legacy Planning

Exit Planning for Business Owners