Welcome to Sterling Oak Wealth Management

Brian O'Connor

At Sterling Oak Wealth Management, our Goal is to Construct a Comprehensive Wealth Management Plan to Grow and Protect Assets and Generate a Lifetime Retirement Income.  Our Advice is Independent and is Derived from our Extensive Background in Portfolio Management, Wealth Management, and Financial Planning.

Our Mission is to Give our Clients Complete Sense and Order of their Financial Lives.  We Invest Conservatively for a Safe and Reasonable Rate of Return, and our Clients are Primarily High Net Worth Individuals and Families.

We Offer the Following Services:

Ask Us A Question

Latest News

Looking for a long-term relationship? Discover how FIAs may be your answer.

Looking for a long-term relationship? Discover how FIAs may be ...

Read more

The Misunderstood FIA

The Misunderstood FIA In recent years, we have seen an uptick ...

Read more

What Is a Romantic Partner Really Looking for? (It’s probably not what you think)

What Is a Romantic Partner Really Looking for? (It’s probably ...

Read more

Protect the Ones You Love

Protect the Ones You Love February is here — the month that ...

Read more