Jon Sweet, CFP®, AIF® and Marja Sweet CFP®
Oak Leaf Wealth Management
The financial industry is changing and Oak Leaf Wealth Management is embracing the future. Their aim is to provide a fresh, new perspective on the global financial markets and develop forward-looking solutions to ensure their clients can reach their goals.
Working with Certified Financial PlannerTM professionals and long-time advisor, Jon Sweet, the goal at Oak Leaf is to spend quality time to educate and guide each client. They work to design a customized financial plan that addresses every concern, every dream, and puts clients on a path towards a secure and enjoyable lifestyle.
Securities and Advisory Services offered through Commonwealth Financial Network®. Member FINRA/SIPC, a Registered Investment Adviser.
From left: Elizabeth Campbell, Jacki Zahn, Marja Sweet CFP®, Jon Sweet CFP®AIF®.
598 Great Rd., North Smithfield, 401-765-1711, oakleafwm.com