Faces 2021 - Page 64

SPECIAL PROMOTION

FACES of
Rhode
Island
★ 2021 ★
62
THE FACES OF

WEALTH MANAGEMENT

Oak Leaf Wealth Management

As an Accredited Investment Fiduciary ® and Certified Financial Planner Professional™ , Jon Sweet and his team are always sure to be on the same side of the table as their clients . With a planning-first approach , their team prioritizes getting to know each client ’ s needs , values and aspirations . Understanding client values is equally as important as reviewing their financial information . At Oak Leaf , you can expect meaningful advice , a transparent relationship and to be treated like family .
** Jon Sweet CFP ® AIF ® Has been a Five Star Award Recipient for the past eleven years .
Back row from left : Mark Williams , CFP ®, Jon Sweet , CFP ® AIF ®, Andrew Falaguerra Front row from left : Elizabeth Campbell , Marja Sweet , CFP ®, Jacki Zahn
Offices in North Smithfield , Newport and Rehoboth , MA . 401-765-1711 , TEAM @ OakLeafWM . com