Oak Wealth Partners
Oak Wealth Partners takes the guesswork out of handling your investments and making sound financial decisions. Led by a dynamic father/son team, financial advisors Michael Scarborough and Matthew Scarborough, based in Maryland but serving clients nationwide, our holistic approach means that we have the expertise to manage your employer sponsored retirement plans as well as your traditional investments. You may be surprised at how easy it is to work with us and how little our foundational program and ongoing asset management actually costs.
Let us help you plan for and realize a brighter financial future.
Contact us for a confidential, no-obligation, get acquainted conversation.
Oak Wealth Partners Inc. is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. Oak Wealth Partners Inc. holds all personal information provided in the strictest confidence. These records include all personal information that Oak Wealth Partners Inc. collects from clients or receives from other firms in connection with any of the financial services it provides. Oak Wealth Partners Inc. also requires other firms with whom it deals to restrict the use of client information.
Oak Wealth Partners Inc. follows various procedures for safeguarding client data. Some of the procedures include a firewall barrier, secure data encryption techniques and authentication procedures in our computer environment, locked file cabinets, restricted access to client files, password protected files, and destruction of account access information for terminated clients. We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our company records and your personal records as permitted by law.
Personally identifiable, non-public information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.
Information provided in our “Contact Us” forms are used solely by Oak Wealth Partners Inc. and will not be provided to third party companies. If at any time you would like to stop receiving communications from Oak Wealth Partners Inc., you may unsubscribe from informational emails or email firstname.lastname@example.org.