Faces of Rhode Island Faces 2020 - Page 33

SPECIAL PROMOTION

FACES of
Rhode
Island
★ 2020 ★
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 ten years . From left : Jon Sweet CFP ® AIF ®, Marja Sweet CFP ®, Elizabeth Campbell , Jacki Zahn . Offices in North Smithfield , Newport and Rehoboth , MA , 401-765-1711 , TEAM @ OakLeafWM . com
* Based on criteria including , years as active financial professional , compliance history , client retention and assets . In 2020 , 132 awarded – 614 considered . This award is not indicative of the wealth managers ’ future performance . see www . fivestarprofessional . com for more info . Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA / SIPC , a Registered Investment Adviser .