Oak Street Investments is a Denver-area, fee-only financial advisory firm providing wealth management, financial planning, and tax services, with a focus on healthcare and technology professionals. Led by Jake, a Certified Financial Planner™, Chartered Financial Consultant, and IRS Enrolled Agent with more than 20 years of financial industry experience, the firm aims to offer clients transparent, personalized guidance.

Services include comprehensive financial planning, portfolio management, insurance and estate planning, proactive tax planning, and tax preparation. Wealth management is offered for a flat fee for managed assets under $3 million; tax preparation is billed under a separate agreement. As a fee-only fiduciary, the firm receives compensation directly from clients, does not sell financial products, and does not earn fees from referrals or introductions.

Oak Street Investments uses technology and web-based meetings to serve clients efficiently, while also welcoming in-person meetings for those near its Greenwood Village office. Prospective clients can schedule a complimentary web meeting to discuss their needs. The firm currently notes a four-week wait to begin onboarding.