Initial Phone Consult
Invitee Phone
Rooted in Strength. Grown with Purpose. Focused on You. This introductory meeting is designed to help you gain clarity and see if Oak River Wealth Advisors is the right fit to guide your financial journey. We look forward to connecting and learning more about your goals, priorities, and what matters most to you! *If you need to reschedule, we kindly ask for 24 hours’ notice so we can make that time available to another family.
30 minutes
Initial Phone Consult
Rooted in Strength. Grown with Purpose. Focused on You. This introductory meeting is designed to help you gain clarity and see if Oak River Wealth Advisors is the right fit to guide your financial journey. We look forward to connecting and learning more about your goals, priorities, and what matters most to you! *If you need to reschedule, we kindly ask for 24 hours’ notice so we can make that time available to another family.
30 minutes
Invitee Phone
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest.