Welcome!

Oak Tree Management Group is an independent wealth management advisory firm headquartered in  Salt Lake City, Utah.  The firm provides Wealth Management Services including Financial Planning and Investment Management for the Utah and  Southern California Markets.

We recognize that along with financial success comes increased responsibilities and complexity. At Oak Tree Management Group, we provide a holistic approach to managing all aspects of our clients financial picture.  By doing so, we can uncover the critical interdependencies among investments, income and taxes, providing for retirement, expense management, insurance, as well as business counseling and philanthropic decision-making.  We recognize that our clients' unique financial needs and goals change over time, so we offer a full range of financial planning and investment services.