Services
At Hudson Oak Wealth we believe in a fully comprehensive approach to managing and advising client wealth. This means that we offer a multi-discipline approach to working with out clients that may involve multiple service lines.
Our approach is comprehensive in nature when servicing our clients. There are multiple service areas that can exist within a client relationship. The extent to which those services are utilized depends on a client’s profile and complexity. The breadth of services we offer within a comprehensive relationship assures our clients solutions for addressing their wealth.
For the vast majority of our client relationships, we serve clients through what we refer to as a Wealth Advisory & Management Relationship. This is the combination of comprehensive financial planning and investment management into a single coordinated relationship. It is our belief that this drives the most meaningful value and results for clients when both their planning and their money is being coordinated in tandem with a professional they know and trust.
In some instances, financial planning may be all that is needed or appropriate for a client. All clients receive comprehensive financial planning and advisory as the core, foundational aspect of a relationship in working with Hudson Oak. Whether as part of just financial planning, or as part of a broader Wealth Advisory & Management Relationship.
While our preference is to manage wealth as part of a comprehensive solution through our Wealth Advisory & Management Relationship approach, in certain situations we may be willing to manage client investment portfolios as a one-off service without financial planning.
