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Choosing the right financial advisor is one of the most important decisions you’ll make. Unfortunately, many advisors offer only limited planning, lack advanced credentials, or are not required to act in your best interest — leaving clients with incomplete advice and hidden fees.
At Oak Summit, we specialize in tax-efficient financial planning and wealth management for retirees, widowed, business owners, and familes experiencing major transition. As a fiduciary, our only priority is serving your best interests with clear advice and one simple fee.
Every Oak Summit client relationship includes:
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Michael is the Owner and a Financial Planner at Oak Summit Wealth Management.
With more than a decade of experience, Michael specializes in advanced tax planning, wealth management, and personalized investment strategies. As a Chartered Financial Analyst® Charterholder, CERTIFIED FINANCIAL PLANNER®, and IRS Enrolled Agent, he helps retirees, widowers, inheritors, and business owners build lasting, tax-efficient financial plans designed for long-term success.
We’ll start with a conversation to learn more about your goals, challenges, and opportunities — and to ensure we’re the right fit to help you move forward.
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Once you’re ready, we guide you through a customized planning process that addresses every area of your financial life — with a special focus on tax strategies, investments, and long-term security.
With a clear plan in place, you can spend less time worrying about money and more time living the life you’ve worked hard to build. We provide proactive guidance so you can focus on what matters most.
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