Oak Leaf Wealth Management

Oak Leaf Wealth Management Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.SIPC.org, a Registered Investment Adviser

We are a full-service financial planning and wealth management boutique. We are located at 598 Great Road, North Smithfield, RI 02896

This communication is strictly intended for individuals residing in AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Commonwealth's Annual Women Advisors Summit in Charleston, SC.
02/20/2025

Commonwealth's Annual Women Advisors Summit in Charleston, SC.

Congratulations to our newest RICP(R)!Over the course of a year, Elizabeth passed three grueling exams and has achieved ...
02/20/2025

Congratulations to our newest RICP(R)!
Over the course of a year, Elizabeth passed three grueling exams and has achieved the Retirement Income Certified Professional designation to help clients planning for and planning in and throughout their retirement years.

Congratulations, Elizabeth! We knew you could do it.

09/27/2024

Will the Fed’s rate-cutting efforts support a soft landing for the economy? Commonwealth's Chris Fasciano explores the possibilities.

Wishing Elizabeth Campbell, fondly known as "EOC", a happy 6 year anniversary at Oak Leaf! A little over six years ago, ...
05/01/2024

Wishing Elizabeth Campbell, fondly known as "EOC", a happy 6 year anniversary at Oak Leaf! A little over six years ago, EOC interviewed with us and we knew immediately she'd become a huge asset to our team. Elizabeth, thank you for all you do for your clients and your team - you're irreplaceable!

03/08/2024
Wishing a very Happy Birthday to Elizabeth Campbell, our favorite golf-swinging, beer-loving, cowgirl of the West! Eliza...
03/08/2024

Wishing a very Happy Birthday to Elizabeth Campbell, our favorite golf-swinging, beer-loving, cowgirl of the West! Elizabeth splits her time between our Rhode Island and Wyoming offices and is beloved by all clients.

Elizabeth, you are one of the hardest working people we know but your big heart and diligent care for clients is what makes you so special and loved.

We all wish you a wonderful birthday this weekend!

11/05/2021

I was more prepared than just about anybody. And some things are exactly what I expected. But other things—not so much.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
10/25/2021

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Address

North Smithfield, RI

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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