Trusted Partners.
We help people grow and protect their financial assets
Based on a client’s goals, risk appetite, and other factors, we customize portfolio strategies for continued success. We have a proven process and a team of knowledgeable professionals to ensure desired balance.
At Oak Lane, we focus on developing and implementing financial strategies centered on each client’s unique lifestyle vision. Our experienced professionals hold accreditations such as Chartered Retirement Planning Counselor® (CRPC®) and Certified Financial Planner™ (CFP™). We provide unique and time tested financial strategies and stress test retirement plans with worst-case scenarios using leading edge software programs.
Estate Planning
Retirement Cash Flow Planning
Business Transition
Tax Planning
Our investment philosophy is to construct institutional quality portfolios. We divide our portfolios into three primary asset categories: equity, fixed, and strategic alternatives.
Equity Based
Fixed Based
Strategic Alternatives
What sets Oak Lane apart, in addition to leveraging traditional financial strategies, is we provide our clients access to alternative investment opportunities that create valuable diversification with unique return profiles. We help our clients understand the risk and benefits associated with these alternative investments and help them structure their investment portfolio according to their goals and risk tolerance.
Private Real Estate
Private Equity
Private Debt
Comprehensive Lifestyle Planning
At Oak Lane, we focus on developing and implementing financial strategies centered on each client’s unique lifestyle vision. Our experienced professionals hold accreditations such as Chartered Retirement Planning Counselor® (CRPC®) and Certified Financial Planner™ (CFP™). We provide unique and time tested financial strategies and stress test retirement plans with worst-case scenarios using leading edge software programs.
Estate Planning
Retirement Cash Flow Planning
Business Transition
Tax Planning
Elite Portfolio Management
Our investment philosophy is to construct institutional quality portfolios. We divide our portfolios into three primary asset categories: equity, fixed, and strategic
Equity Based
Fixed Based
Strategic Alternatives
Alternative Investment Solutions
What sets Oak Lane apart, in addition to leveraging traditional financial strategies, is we provide our clients access to alternative investment opportunities that create valuable diversification with unique return profiles. We help our clients understand the risk and benefits associated with these alternative investments and help them structure their investment portfolio according to their goals and risk tolerance.
Private Real Estate
Private Equity
Private Debt
Our Core Values
Our mission is to enable our clients to live more meaningful lives, by implementing innovative and effective financial strategies to grow and protect their financial assets.
Trust
Being transparent, accurate, and honest is a founding principle of Oak Lane. We recognize the importance of being transparent in everything we do.
Focus
A destination and road map is an integral part of success. We keep perspective and staying focused on the end game is vital. We focus on our clients' destination and block out the noise.
Innovation
Doing what others have always done is not the Oak Lane Way. The financial world is evolving at an ever faster rate, and we must evolve with it.
Consistency
Consistency is a time tested principle of success. Successful individuals, and organizations set goals and diligently work to achieve them.
Our Core Values
Based on a client’s goals, risk appetite, and other factors, we customize portfolio strategies for continued success. We have a proven process and a team of knowledgeable professionals to ensure desired balance.
TRUST
Being transparent, accurate, and honest is a founding principle of Oak Lane. We recognize the importance of being transparent in everything we do.
INNOVATION
Doing what others have always done is not the Oak Lane Way. The financial world is evolving at an ever faster rate, and we must evolve with it.
FOCUS
A destination and road map is an integral part of success. We keep perspective and staying focused on the end game is vital. We focus on our clients' destination and block out the noise.
CONSISTENCY
Consistency is a time tested principle of success. Successful individuals, and organizations set goals and diligently work to achieve them.
The Team
Adam Fisher, CRPC®
Senior Wealth Manager | CEO
Scott Jones
CHIEF OPERATING OFFICER | CCO
Scott Cannon, CFP®
Senior Wealth Manager
Jacob Cazier, CFP®
Wealth Manager
Schyler Calquin
Executive Assistant
Empowering You To Live a More Fulfilling Life
We are the catalyst that allows people to live more fulfilling lives. We provide impactful financial strategies, innovative tools, and an ecosystem of valuable benefits.
