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.

Ask Us A Question

Latest News

3 Ways to Prepare Your Dad for Retirement this Father’s Day

3 Ways to Prepare Your Dad for Retirement this Father’s Day ...

Read more

Test Your #AnnuityAwareness This June

Test Your #AnnuityAwareness This June June is National Annuity ...

Read more

Freaking big! Jimmy John's goes 16 inches on sandwiches packing up to 2,190 calories

Freaking big! Jimmy John's goes 16 inches on ...

Read more

Bigoted customers make life hell for minority workers, but here's how to fight back

Bigoted customers make life hell for minority workers, but ...

Read more