Broker Check

Our Company

RiverOak Wealth Management, LLC was founded on the principle of “Putting Our Client’s Interest First.”

Christina Caldwell, the founder of RiverOak Wealth Management, discovered that the best interest of large corporate companies is not always in the best interest of their customers' needs. This is why Christina opened her doors; to provide a boutique specializing in investment and insurance solutions that caters to the consumers’ who desire a more personal touch of honesty, integrity and loyalty. Our company focuses on the life cycles of accumulation, retirement income, and wealth preservation.  Christina specializes in 2 areas: working with individuals and couples who are approaching their retirement and working with those who are currently living in their retirement stage of life.

 

Transitioning into retirement can be very stressful and complicated. It is always good to get a second opinion on your personal approach to retirement.  Here is where our company comes in.  We can help guide you by strategizing with you on how to position your assets to create a lifelong income stream while minimizing your taxes.  And while you are in retirement, the focus somewhat changes to maintaining your wealth.  So wealth preservation becomes the forefront while making sure your income keeps pace with the cost of living; and perhaps creating a family legacy becomes a part of your wealth preservation plan.  RiverOak Wealth Management focuses on your well-being and we invite you to lean on us for guidance.

Our Commitment

Our team consist of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

“Putting Our Client’s Interest First” is what motivates RiverOak Wealth Management, LLC.  By encompassing and understanding your current financial situation, as well as what you want to accomplish, is vital to us.  Of course, we all live in a changing world causing our personal financial situations to evolve.  As our client, RiverOak Wealth Management will continue to walk with you through these changes, keeping your financial plan in-line. We offer you a holistic approach that will strengthen your financial future.

If you have any questions about your current financial situation or wish to schedule an appointment, please contact us.