Your goals. Our comprehensive plan.

OakRing Wealth Partners

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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The proof is in our numbers

160+

Collective years of experience

As of 05/01/2023

$660 Million

Assets under management

4

Advisors on the team


A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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Retirement Couple

Retirement readiness

Focus on liquidity management

Your life, wealth and future. UBS Wealth Way

Estate planning strategies

Tree

UBS and Credit Suisse—stronger than ever

Modern Retirement Monthly

Modern Retirement Monthly

Retirement check-in and 2024 preview

Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.

Learn more

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

More than 150 years

offering financial advice

Insights