Oakview Wealth Solutions LLC

Oakview Wealth Solutions is a small, supported advisory firm that works with individuals (including high-net-worth clients), trusts, business entities and employer retirement plans, providing discretionary and non-discretionary asset management, financial planning (project and ongoing engagements), and employee benefit plan consulting. The firm reports approximately $21.4 million in assets under management across about 78 client relationships and, like most peers, delivers portfolio management for individual clients and generally charges percentage-of-AUM advisory fees.

The firm’s investment process blends fundamental, technical, cyclical and charting analysis with principles of modern portfolio theory, using a mix of passive and active vehicles and, when appropriate, recommending unaffiliated outside managers while retaining oversight and relationship management. Financial planning is offered both as one-time projects and ongoing engagements, and the firm conducts regular account reviews (at least quarterly) and supports implementation oversight for outside managers.

Notably, the brochure discloses that the firm publicly advertises third‑party ratings and runs free public seminars and workshops to educate attendees—features that are uncommon among similarly sized supported advisers. The firm also discloses that a principal operates a complementary tax services practice and is an enrolled agent, which the brochure presents as a potential resource for coordinating tax considerations with client financial planning and plan‑sponsor work.