AN ENLIGHTENED PHILOSOPHY

AROUND ALL THINGS FINANCIAL

ABOUT US

At Oak Grove Wealth Partners, our mission is to ensure that our clients realize the full potential of their assets and achieve what matters most to them. As independent
financial planners and wealth advisors, we offer a broad range of planning and investment services, with a focus on individual, family and business objectives and the most efficient strategies to implement them.

We have the resources and experience to help you navigate the complexities of managing wealth. Our proprietary process integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals and business owners. We understand that every financial
situation and life path are unique and strive to provide a comprehensive approach that is objective and customized.

 

WHAT WE DO 

We are a full-service financial planning firm committed to helping successful individuals and families attain their financial goals. We work closely with clients to help them preserve and manage assets, prepare for retirement and unexpected events, and develop a legacy that benefits loved ones and future generations. 

"A goal without a plan is just a wish"
-Antoine de Saint-Exupery
 
 
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OUR SERVICES

We engage in comprehensive financial planning as part of a long-term relationship with our clients. To sustain a successful relationship, one where we can help you achieve your financial and lifestyle goals, you can expect us to consistently and responsibly perform the following services.

COMPREHENSIVE WEALTH MANAGMENT

RISK MANAGEMENT

TAX

PLANNING 

LEGACY PLANNING 

PHILANTHROPY

FAMILY OFFICE SERVICES

BUSINESS PLANNING AND CONSULTING 

CASH MANAGEMENT 

 
 

OUR PHILOSOPHY

Oak Grove Wealth Partners embodies the rich heritage and culture of Southwest
Louisiana. We are committed to our practice and working hard for our clients, as well as strengthening the local community and giving back.

 We appreciate that our clients are invested in the local community and so are we. We truly believe that to whom much is given, much is expected and want to live out these values through our work and actions. Working for the greater good is
second nature as we each serve the local nonprofit community by donating our time and talents.

We grew up in Louisiana and are proud to call Lake Charles home. For us, nothing is more important than family and the time spent with our friends and loved ones. We embrace all that makes this area rich and vibrant, and we cherish every opportunity to enjoy the many unique experiences of Southwest Louisiana with family, friends and clients.

"Part of the folklore of Southwest Louisiana is that it's like every place in the country but in fact it's unique"

ADDRESS: 4965 Elliot Road, Lake Charles, LA 70605

TEL: 337-562-0900  | OAKGROVEWEALTH@LPL.COM

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GWM Advisors, LLC, a registered investment advisor. GWM Advisors, LLC and Oak Grove Wealth Partners are separate entities from LPL Financial

We are licensed to sell securities in HI,KY, LA, MS, TX, and OK.  This website should not be considered a solicitation in any other states.

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

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