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.

UBS Lobby

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.

House View Monthly

Coworkers around table in lobby

Retirement plan services

Three generations in apple orchard

Turn possibilities into a plan

Clients sitting with advisor

Empower your investments

Mountain climbers on peak at sunrise

A leading global wealth manager

Businessman on phone in front of window

The good news is, you’re succeeding

Modern Retirement Monthly

Modern Retirement Monthly

Traditional or Roth?

For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

More than 160 years

offering financial advice