Company Overview
- Headquarters
- 5205 Maryland Way, Suite 320, Brentwood TN
- Website
- southernoakwealthgroup.com
- Employees
- 7
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Southern Oak Wealth Group
Southern Oak Wealth Group is a company based in Brentwood, Tennessee, with a staff of 7 employees. They generate approximately $2.5 million in annual revenue. The company is dedicated to providing comprehensive wealth management solutions to their clients. Southern Oak Wealth Group specializes in a variety of financial services, including estate planning, family legacy management, and business succession. Their services are designed to help individuals and families navigate complex financial situations and achieve their long-term financial goals. The company differentiates itself through a unique process that leverages the specialized expertise of its team members. By establishing a central point of access for all wealth-related needs, Southern Oak Wealth Group aims to create greater clarity and efficiency for their clients. Clients can learn more about Southern Oak Wealth Group and their services by visiting their website at southernoakwealthgroup.com.
Company Leadership
Southern Oak Wealth Group Industry Tags
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