Oaktree Wealth Strategies, LLC is a registered investment adviser (RIA) providing comprehensive financial planning and investment management services. Operating on a fee-only basis, the firm emphasizes its role as a fiduciary, legally obligated to act in the best interests of its clients. Its mission is to help clients achieve their financial goals through personalized, objective advice, covering areas such as retirement planning, investment strategy, and overall wealth management for individuals and families.

Founded in

Canada