Trusted Partners.
Innovative Solutions.
Meaningful Life.

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

Laptop,With,Phone,And,Notebook

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

Renewable,Energy

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

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.

Get In Touch

info@oaklanewealth.com

(801) 335-8200

1222 West Legacy Crossing Blvd, Suite 6
Centerville, Utah 84014