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

Join Our Special “Love Insurance” Twitter Chat during #InsureYourLove

Join Our Special “Love Insurance” Twitter Chat during ...

Read more

5 Reasons Why Having Life Insurance Is Good for You

5 Reasons Why Having Life Insurance Is Good for You We get it: ...

Read more

Recap: What happened to the retirement landscape in 2019?

Recap: What happened to the retirement landscape in 2019? As ...

Read more

4 End-of-Life Documents and Why You Need Them?

4 End-of-Life Documents and Why You Need Them? Most of us ...

Read more