Founded in 1993 by Marc Ruiz, Fred Ruiz, and Steve Kavois, Oak Partners, Inc. is an independent wealth management firm dedicated to providing personalized financial guidance. The firm operates as a Registered Investment Adviser (RIA) and offers a wide range of services including financial planning, investment management, retirement planning, and estate planning. Their mission is to help clients achieve their financial goals through a disciplined, long-term investment approach and a commitment to building lasting relationships based on trust and integrity.

Founded in

Hong Kong S.A.R.