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99 Derby Street, Suite 200, Hingham, MA 02043

+1 (781) 733-4373
hello@oakandshieldwealthmanagement.com

Your Financial Goals Deserve a Disciplined Strategy

From wealth management to retirement income planning, I bring a structured, research-driven approach to every client relationship I build.

What I do
Precision Planning for Every Stage of Life

I help individuals and families pursue their financial objectives through strategic planning, ongoing analysis, and a commitment to understanding what matters most to you.

WELCOME
A Smarter Approach to Your Financial Life

I believe great financial guidance starts with listening. Before recommending a single strategy, I take time to understand your goals, your timeline, and the life you're building toward. My process is thorough, transparent, and built around the way you think about money — not the other way around.

My Solutions
Comprehensive Solutions, Tailored to You

Every financial situation is different. That's why I offer a broad range of services designed to address where you are today and where you want to be.


Portfolio Management

I build and monitor portfolios based on your risk tolerance, time horizon, and long-term objectives — adjusting as your life evolves.

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Retirement Planning

Whether retirement is decades away or right around the corner, I'll help you create a roadmap designed to support the life you envision.

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Risk Management

From market fluctuations to the unexpected, I help identify potential vulnerabilities and build strategies to address them.

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Estate Strategy

I work with you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about.

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Life Insurance

Life insurance can play a critical role in your broader financial strategy. I'll help you evaluate the right type and amount for your needs.

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HNW Client Guidance

High-net-worth investors face a distinct set of challenges. I offer strategies designed to address the complexity that comes with significant assets.

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Extended Care Strategies

Healthcare costs can change quickly. I help you explore strategies for potential long-term care needs so they don't derail your other goals. 

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Small Business Guidance

Owning a business adds layers to your financial picture. I help business owners align personal and professional financial strategies. box-empty

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Social Security Strategies

When and how you claim Social Security matters. I'll help you evaluate your options so you can make an informed decision.

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Education Strategies

Funding education is a priority for many families. I'll help you explore savings vehicles and strategies that fit within your broader financial plan.

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Cash Flow Analysis

Understanding where your money goes is the foundation of every good plan. I'll help you take a clear-eyed look at income, expenses, and opportunities. box-empty

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Charitable Giving

If giving back is part of your vision, I'll help you explore tax-smart approaches to charitable contributions that align with your values.

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Financial Education

I believe informed clients make better decisions. I provide ongoing resources and conversations to help you stay confident in your financial direction.

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Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. I can help coordinate strategies designed to support your loved one's future.

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Debt Management

Not all debt is equal. I'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus. box-empty

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How To Get Started

About Oak and Shield Wealth Management, LLC 
Built on Discipline. Driven by Your Goals.

Based in the United States, Oak and Shield Wealth Management focuses on helping families build, preserve, and enjoy their wealth. I offer guidance and strategies rooted in both deep expertise and a commitment to values that matter. 

The Process
A Proven Framework for Pursuing Your Goals

Great planning doesn't happen by accident. My three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Assess
Understand Your Full Picture

I'll start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Strategize
Build a Plan That Fits

Using what we've uncovered, I'll design a customized strategy aligned with your objectives and the realities of today's markets.

3. Implement
Stay on Track as Life Evolves

I'll put your plan into motion and provide ongoing oversight — adjusting as your life, goals, and market conditions change.

Let's Plan Your Future

My Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore my latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

The History of Currency

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.
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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
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Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future