In 2002, Financial advisors Jon Sweet and Mark Williams came together to form Oak Leaf Wealth Management. They are committed to offering comprehensive financial planning, superior investing strategies, and truly listening to their clients.
Jon’s daughter, Marja joined the team as a Junior Advisor in 2015 and adds a fresh perspective to the team, especially in regards to client service and support.
In the summer of 2017, they welcomed fellow Commonwealth Financial Network® advisor, John Gunning to the group. His 20+ years of experience adds to the scope of Oak Leaf’s knowledge-base.
Oak Leaf serves greater New England with offices in:
- Newport, RI
- North Smithfield, RI
- Rehoboth, MA
We are very discerning about the people we employ. We work with people who emulate our values and who feel like family. Our office staff is made up of members who have that special spark. They go the extra mile for our clients. They stay until the job is done. And they smile. A lot.
Meet Our Oak Leaf Family:
(Click on the photo to read each bio.)