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At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Advisors
9 Client Reviews
"Amazing. They are legit the best advisors in the business. They go above and beyond the basic rebalance a portfolio strategy. They maximize what you make and minimize the risk. Best in the business. Don't sign with them because I want them focused on me."
8 Client Reviews
"Thomas has been great to help us organize our financial life. He gives simple and straightforward advice that is super easy to implement."
We help build ideal futures for our clients, our team, and the communities we serve.
1 Client Reviews
"Austin Wealth Management (http://ausintwealthmgmt.com) … they are a planning focused, independent RIA. Like you say, Wall St firms focus on changing 1% of AUM. Austin Wealth focuses on planning ... the deep work that is usually treated as an...
1 Client Reviews
"Raj Sharma and Chris Kemp at Merrill Lynch - I them for everything you mention. IMHO the real reason I have an advisor is to protect me from myself. I want someone who thinks deeply about diversification and understands how to manage their client (me) through...
1 Client Reviews
"- Josh Andrews - Orlando FL - Financial Planning/Portfolio management - He is a stone cold killer who believes in modern portfolio management (and not stock picking). Great planner"
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