Succession Planning - OakCrest Capital

Succession Planning for Your Practice

OakCrest wants to be your partner and help plan for the legacy of your practice.

We first start with talking with you on what your goals are for you, your clients and your practice. Whether your goal is to plan for an unexpected event or for your retirement, we develop and customize a plan for you. Our priority is to develop a succession relationship with advisors who share our values of trust, integrity, candor, and has a penchant for developing long-term, meaningful relationships with the people they serve

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Your Goals

We typically offer the right price for your goals.

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Structure

We offer flexibility to structure the deal to what’s important to you.

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Experience

Our team has extensive experience in managing transitions for advisors and their clients.

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Convenience

We have an entire back office team dedicated to attend to all the details with time-saving technology and client retention support.

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Satisfaction

We have a high retention rate and a stellar client experience design

OakCrest is ready to partner with you on your succession journey.

IMPORTANT INFO:

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are not affiliated.

This communication is strictly intended for individuals residing in all 50 states and DC. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, OakCrest Capital, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge does not offer tax or legal advice. Fixed insurance services offered through OakCrest Capital, LLC.

Cambridge’s Form CRS (Customer Relationship Summary)

GET IN TOUCH:

Oakbrook
17W220 22nd St, Suite 300
Oakbrook Terrace, IL 60181
(312) 525-8793

Arlington Heights
3255 N. Arlington Heights Rd, Suite 501
Arlington Heights, IL 60004
(847) 670-0879

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OakCrest Capital