SilverOak Wealth Management

The next great idea to build wealth shouldn't come from an article you read.

Client demand for comprehensive financial planning services at Moquist Thorvilson Kaufmann Kennedy & Pieper LLC gave birth to the knowledgeable and complementary services of SilverOak Wealth Management.

Serving both individual and business clients, many of them clients of MTK, SilverOak integrates the strategies you are already following to enjoy financial independence with a strong risk-based assessment of your lifestyle, tax situation, business-related assets, charitable goals and what's missing in order to protect and grow wealth. We provide answers to questions you haven't even thought about yet.

Our services include but are not limited to:

• Financial Education - Fee-only financial planning and investment advisory services, employee seminars and quarterly review of individual and business asset allocation.



• Qualified Plan Consulting - Implementation and selection of money managers and monitoring, strategies to attract and retain employees and manage taxes.



• Executive Financial Planning - Analysis of compensation structures and company stock options, recommendations on alternative investments for diversification outside the company.

Visit our site to learn more about SilverOak Wealth Management and how we can help you make the right investment decisions at the right time for the right reasons.