We are experienced financial professionals that take a holistic approach towards wealth management. By conducting a thorough analysis and creating a foundation built on trust, we will work with you to create a sound wealth management strategy tailored to your unique goals. Our practice is built on the values of stewardship, patience and above all else – integrity. We are driven by always acting in your best interest and building a long-term relationship with you and your family.
In 2016, Thomas Brandt received the Financial Times Top 400 Financial Advisors award. Financial Times award.
Having a solid plan in place is key to achieving your goals. That’s why we're pleased to offer our clients RBC WealthPlan, a new interactive tool that will help us take an in-depth look at your objectives, any potential challenges, and how your choices may affect your long-term results. Learn how we can prepare for the future you want with RBC WealthPlan and contact us today to get started.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
Learn more about Big Oak Advisory Team
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us today.
March 18, 2021
Municipal market insight
Trend & cycle: The long view
June 29, 2022
Global insight monthly
October 20, 2017
Roth conversion - is it the right choice for you