Oak Point Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm based in Connecticut. Founded on the principle of providing unbiased and transparent advice, the company acts as a fiduciary for its clients, meaning it is legally obligated to act in their best interests. Their core services include comprehensive financial planning, investment management, retirement planning, and tax planning, tailored to individuals, families, and business owners.

Founded in

United States