Welcome to Oaktree Wealth Group Inc. We are a fee-only, independent wealth advisory firm. Our professional mission is to help our clients grow and protect their wealth, so that they can live more impactful lives.
Our goal is to be a trusted advisor and coach for our clients and their investments. We help our clients to make prudent investment decisions that will help them to reach their goals and objectives, and more importantly--give them peace of mind.
We are committed to serving our clients with integrity and trustworthiness. As a fully independent firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. As a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about each of our clients and their financial well-being and strive to provide them with the highest-quality service and guidance.
We look forward to discussing with you how we can serve you and become a trusted resource for you and your family.
“Wealth is freedom.
It isn’t a thing, nor is it any accumulation of things. Above all, it isn’t a certain number of dollars of net worth... At the very least, wealth frees you from financial worry about what will happen to you, and perhaps to your children....Beyond that, wealth is the positive freedom to live the kind of life that is meaningful to you, even—and especially—when you no longer work to earn an income.
Moreover, if your investments continue to grow, even as you draw all the retirement income you need to support an uncompromised life, you’ll be able to bequeath some measure of your financial freedom to the people you love, and must leave behind in the world. Surely that ability is the ultimate wealth, regardless of how many or how few dollars are involved.”