Oak Grove Wealth Partners, located in Lake Charles, LA, is an independent financial planning firm dedicated to helping clients realize the full potential of their assets and achieve their unique financial goals. With a focus on individual, family, and business objectives, their experienced team offers a comprehensive approach that integrates wealth management, risk and debt management, income and tax planning, and philanthropy.
Committed to building successful long-term relationships, Oak Grove Wealth Partners engages in comprehensive financial planning to provide clients with peace of mind, freedom, and confidence through tailored financial plans. Their services include tax planning, risk management, legacy planning, philanthropy, business planning and consulting, family office services, and cash management, all aimed at helping clients preserve and manage assets, prepare for retirement, and develop a lasting legacy for future generations.
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