Additional Information

  • 2002
  • Financial Service Organizations, Financial Advisors & Planners
  • Wealth Management, Retirement Planning, Advanced Planning, Notary Service, Fee-for-Service

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 04:00 PM
    Tuesday
    09:00 AM - 04:00 PM
    Wednesday
    09:00 AM - 04:00 PM
    Thursday
    09:00 AM - 04:00 PM
    Friday
    09:00 AM - 04:00 PM
    Saturday
    Closed

About Us

  • In 2002, Financial advisors Jon Sweet and Mark Williams came together to form Oak Leaf Wealth Management. They are committed to offering comprehensive financial planning, superior investing strategies, and truly listening to their clients. Oak Leaf serves greater New England with offices in: Newport, RI North Smithfield, RI Rehoboth, MA

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