Father and Daughter Wealth Management Team Take Over North Smithfield-based Financial Planning Firm, Auclair & Auclair, LLP
North Smithfield, Rhode Island (PRWEB) July 17, 2015 -- 30-year financial planning veteran, Jon Sweet, and his 24-year-old daughter, Marja Sweet – a major in Entrepreneurship from Northeastern University, are a bona fide dream team. Jon is a CERTIFIED FINANCIAL PLANNER™ professional, who is known for his academic and historic approach to asset allocation. Marja (who carries her FINRA series 7 and 66 securities registrations through Commonwealth Financial Network ®) has a mission to make her father’s complex strategies easy to understand.
“We speak to our clients in plain language, which is important for gaining client trust and respect.” - Marja Sweet
Jon and Marja have been focusing on getting up to speed with their new accounts, with a goal of helping clients put together a financial plan that will guide them in the years to come. Financial plans are the nucleus of this business, especially since we have a retirement focus. Clients who are getting ready to retire refer to their financial plans when making decisions about how to spend money.
A distinctive mark of our business is the emphasis we place on personal relationships. Our investment program is a comprehensive approach tailored to assist our clients in pursuit of their personal, financial, and lifestyle goals. We promote traditional, time-honored financial principles and prudent investment management with technology to create personalized investment portfolios. As always, Oak Leaf Wealth Management will continue to dedicate itself to serving its clients’ financial needs.
“Our firm has grown, but our fundamental values remain the same. We are still the same company, providing the same high-quality services to our current clients and we are excited to welcome aboard our new clients from the Auclair firm.” - Jon Sweet
The takeover became official on May 1, 2015.
About Oak Leaf Wealth Management
Oak Leaf Wealth Management has been providing individuals and organizations with financial guidance since 1988. Located at 598 Great Road, North Smithfield, RI 02896, the firm’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit http://www.OakLeafWM.com.
Securities and Advisory services offered through Commonwealth Financial Network ®. Member FINRA/SIPC, a Registered Investment Adviser.
Meredith McBride, Oak Leaf Wealth Management, http://www.oakleafwm.com, +1 401-765-1711, [email protected]
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