First Oak Wealth Management, LLC

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Home - First Oak Wealth Management Menu Invest in what s important . Learn About Our Approach OUR SERVICES Plan | Grow | Protect | Give Wealth Management  Financial and Retirement Planning  Investment Planning  Giving  Explore Our Services WHO WE ARE People-Focused Financial Planning First Oak is an independent wealth management firm based in Raleigh, North Carolina, specializing in objective wealth management strategies. Simply put, we partner with clients to create in-depth plans designed to realize the financial future you envision. Successful wealth management goes beyond the numbers; people are at the heart of each plan. As fiduciaries, we believe successful financial planning is best achieved with dynamic, scenario-tested investment strategies built for the knowns and unknowns ahead. Meet The Team CONTACT US Get in Touch The best way to know if a wealth management firm is the right fit for your needs is to get to know the team. Contact us to schedule an initial meeting.  Address 9131 Anson Way, Suite 200 Raleigh, NC 27615  Contact Us 919.421.1555 Our Team - First Oak Wealth Management Menu The First Oak Team When you choose First Oak, you are choosing an experienced team who work together to serve you. We complement each other to ensure we create and implement strategies to maximize each client’s possibilities. Ryan Thomsen, CPWA ® Managing Member, Investment Advisor Ryan is the firm’s managing member. His primary focus is providing in-depth financial planning and

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