Oaken Shield Wealth Management is a financial guidance firm focused on helping clients nurture and safeguard their wealth. Guided by transparency and honesty, the firm emphasizes long-term objectives, adaptable decision-making, and trusted, lasting client relationships. Founder Jim O’Connor holds CFP® and CIMA® designations, credentials the firm presents as evidence of its commitment to professional learning and financial expertise.

The firm provides customized, holistic financial planning designed to bring together the different aspects of a client’s financial well-being, identify opportunities, and address risks. Its services also include retirement planning, with plans shaped by clients’ circumstances, income needs, goals, risk tolerance, and time horizons, as well as investment advice tailored to individual needs. Oaken Shield also offers resources covering topics such as estate planning, insurance, taxes, money, and lifestyle, alongside articles, videos, calculators, and other financial tools.

The firm specializes in serving individuals with more than $500,000 in investable funds who value professional advice and investment management. Oaken Shield invites prospective clients to schedule a meeting to discuss their financial goals.