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

Taking Consumers’ Financial Pulse with the 2019 Insurance Barometer Study

Taking Consumers’ Financial Pulse with the 2019 Insurance ...

Read more

14 contract one start helping strengths Womens Patrick Omameh Jersey

14 contract one start helping strengths Womens Patrick Omameh ...

Read more

Adduci but hicks still figures tap cheap jerseys free shipping

Adduci but hicks still figures tap cheap jerseys free shipping ...

Read more

Radio icon rewind icon right mississippi hockey jerseys

Radio icon rewind icon right mississippi hockey jerseys Roberto ...

Read more