There’s nothing that can capture the feelings of exhilaration, heartbreak and tension quite like March Madness. Between 20-point comebacks, double-digit seeds advancing, or game-winning buzzer-beaters, this tournament is one of the peak moments for...
Oak Partners wealth advisors skate alongside clients and their families at Lace Up Your Skates event
As an organization that specializes in wealth and retirement planning, Oak Partners is in it for the long haul when it comes to building relationships with clients. This means getting to know clients on a personal level, and Oak Partners finds joy in...
Oak Partners celebrates with clients and Santa Claus for holiday brunch
Clients and members of the Oak Partners family gathered together for a holiday brunch celebration at Innsbrook Country Club on Friday, December 6. Jack DeHaven, wealth advisor for Oak Partners, believes an event like this is one of the best...
Michael J. Vera proud to work with daughter at Oak Partners, offers personal touch to finance
With experience in personal banking and wealth management at two of the nation’s largest banks, Oak Partners Wealth Advisor Michael J. Vera has been committed to helping people plan for the future for decades. As Mike’s career evolved, however,...
Oak Partners keeps clients informed at 2024 Economic Update event & dinner
With the 2024 General Election just a few weeks away and the economy playing a central role in the news, Oak Partners is working around the clock to keep its clients up-to-date, educated, and in the best position possible to understand the market and...
Oak Partners celebrates its clients and kicks off the Fall season with 14th annual Oaktoberfest celebration
On the evening of Friday, September 20, Oak Partners hosted its 13th annual Oaktoberfest celebration at Bulldog Park in downtown Crown Point. Oak Partners has established itself as a reliable source of financial advising in the Region for over thirty...
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