A quote from Theodore Roosevelt, a great American President and Leader.
People Don't Care How Much You Know, Until They Know How Much You Care
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Work Hours
Monday - Friday
9:00am - 5:30pm
Clients/Partners
Direct cell access 24/7
Our Independence is Our Difference
We use a “holistic” approach to wealth management. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest in others an overriding philosophy at River Oak Partners. Creating true wealth goes beyond numbers and investments.
We Are:
We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Independent - We answer only to you. Our independence allows us to put what is most important first, our clients/partners.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding- We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Active Financial Planning - We feel a goal based financial plan is the best way to help our clients stay focused on long term goals. Our plans are interactive, allowing clients to play “what if”, promoting broader discussions. They are NOT 50-page documents that end up in a drawer. When the time comes to address retirement income strategies, we’re prepared.
- Better Portfolio Design, Monitoring and Communication - Our IPS (Investment Policy Statement) is designed to give clients clarity into the investment selection process and confidence surrounding the ongoing monitoring of investments. We have developed fiduciary best practices in both investment selection and monitoring, to offer clients comfort and knowledge that their investments are being watched while they work and play.
- Technology - View your account statements, account values, holdings, and transaction histories online. We offer detailed financial plans, offering you online access to track your progress in real time. Within the financial plan, we can aggregate all your assets into one point of access to track all your accounts. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, and account statements all in one place. Use MyBlocks in your financial plan and other resources available on our web page to answer questions and offer educational resources.
Holistic Wealth Management
Our Difference
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.
We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, account statements all in one place.