Southern Oak Wealth Group

Southern Oak Wealth Group company description

As we built up our team over the years, we developed a rare combination of expertise and experience, where each core member has specialized knowledge and experience in areas ranging from estate and family legacy to business succession. To this expertise we added a process for serving clients that would enable them to rely on us as the central point of access for everything related to their wealth. The result is a level of interconnection that often creates efficiencies, opportunities and a greater sense of clarity within your integrated financial life. In effect, each member of your network is talking to another, and each part of your wealth is aligned with the rest.

• Employee count

  1-10

• Industry

  Financial Services

• Headquarter address

  5205 Maryland Way, Suite 320, Brentwood, Tennessee 37027, US

• Country

  United States

• Founded

  2019

• Company website

  https://southernoakwealthgroup.com