A couple exploring wealth management services and financial planning solutions.
OakStar Bank Wealth Management logo.

Our Services

Support for the life you're building.

Our services are designed to meet you where you are—and evolve alongside you. 

Every recommendation we make is grounded in what matters most to you, your family, and your future, so you have the confidence to move forward with clarity.

Check the background of your financial professional on FINRA's BrokerCheck.






















bg-platinum

financial planning

Your financial life is made up of many moving parts.

A personalized financial plan connects your income, investments, goals, and responsibilities, giving you a clear path forward and the confidence to make decisions as life evolves.

retirement planning

Retirement isn't just about stepping away from work.

We help you create a flexible income strategy so the lifestyle you envision is supported today and sustained for years to come—so you step into your new chapter with clarity and confidence. 

estate planning

Thinking about the future can feel complex.

Having a clear plan in place helps bring reassurance for you and your family. We help you define how your assets and legacy support the people and causes you care about most. 

charitable giving

If giving is part of your story, it can also shape your plan.

We help you align charitable goals with thoughtful tax strategies, so your generosity can go further and stay connected to your bigger financial picture. 

insurance and long-term care

When life shifts, the right coverage can help.

The right insurance and long-term care strategies can help you maintain resilience for your family, your assets, and your future—while staying flexible as your needs change over time. 

business planning

In periods of unplanned change, continuity matters.

When your business depends on essential individuals, key person coverage helps you build a strategy to support long-term success through unexpected change.

education planning

Invest meaningfully in education for your family.

With a proactive, tax-smart college savings strategy built around your family’s goals, you can strengthen your overall financial strategy and stay prepared as the future takes shape.























bg-navy























Your goals deserve more than isolated advice.

With a coordinated OakStar Wealth Management team, your plan guides each step, your questions are met with care, and you stay informed and confident as life evolves.


















3














 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OakStar Bank and OakStar Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name OakStar Wealth Management, and may also be employees of OakStar Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of OakStar Bank or OakStar Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 
Your Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit Institution Plain English Disclosure | LPL Financial.