Welcome to OakTrust Wealth Advisors, an independent investment management and retirement planning firm managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA. We provide comprehensive wealth management services to a select group of individuals and businesses, including:
- Individuals in financial transition (i.e. employment disruption, marital status change)
- Retirees and pre-retirees
- Business Owners
OakTrust is an independent company. At OakTrust, you are our only focus. We'll take the time to understand your unique needs, communicate with you on an ongoing basis and develop a trusting relationship.
We'll help you simplify the demands of managing your wealth so you'll be able to devote more time to your business, your personal endeavors and your family. We'll organize your assets, asset allocation strategy, insurance, and financial & estate plans to help simplify, consolidate and integrate every aspect of your financial future.
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