logo
Book a meeting
Sterling Oak Wealth Management

Sterling Oak Wealth Management

Financial Services, 3 Newton Executive Park, Newton Lower Falls, Massachusetts, 02462, United States, 1-10 Employees

sterlingoakwealth.com

  • twitter
  • LinkedIn

Who is STERLING OAK WEALTH MANAGEMENT

At Sterling Oak Wealth Management, our goal is to construct a comprehensive wealth management plan to grow and protect assets and generate a lifetime retirement income. Our advice is inde...

Read More

lock icon Get Full Access
map
  • 3 Newton Executive Park, Newton Lower Falls, Massachusetts, 02462, United States Headquarters: 3 Newton Executive Park, Newton Lower Falls, Massachusetts, 02462, United States
  • 2009 Date Founded: 2009
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from STERLING OAK WEALTH MANAGEMENT

Sterling Oak Wealth Management Org Chart and Mapping

Employees
Brian Oconnor

Brian Oconnor

President, Chief Investment Officer, Senior Portfolio and Wealth Manager

Ryan Oconnor

Ryan Oconnor

Registered Investment Advisor

See Full Org Chart arrow
email-formate-icon
View Email Formats for Sterling Oak Wealth Management
arrow
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

Join Now

crown-icon Free credits every month

Frequently Asked Questions Regarding Sterling Oak Wealth Management

Answer: Sterling Oak Wealth Management's headquarters are located at 3 Newton Executive Park, Newton Lower Falls, Massachusetts, 02462, United States

Answer: Sterling Oak Wealth Management's official website is https://sterlingoakwealth.com

Answer: Sterling Oak Wealth Management's revenue is Under $1 Million

Answer: Sterling Oak Wealth Management's SIC: 6282

Answer: Sterling Oak Wealth Management's NAICS: 523940

Answer: Sterling Oak Wealth Management has 1-10 employees

Answer: Sterling Oak Wealth Management is in Financial Services

Answer: Sterling Oak Wealth Management contact info: Phone number: Website: https://sterlingoakwealth.com

Answer: At Sterling Oak Wealth Management, our goal is to construct a comprehensive wealth management plan to grow and protect assets and generate a lifetime retirement income. Our advice is independent and is derived from our extensive background in portfolio management, wealth management, and financial planning. Our mission is to give our clients complete sense and order of their financial lives. We invest conservatively for a safe and reasonable rate of return, and our clients are primarily high net worth individuals and families.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access