The Professional Advice You Deserve

You’ve worked hard to get to where you are. We help you grow and protect what you have.

Professional Financial Advice.

At OakCrest Capital, our focus is helping you protect and grow your hard-earned assets. Your accomplishments in the business world are serious, and, as independent business owners ourselves, we understand your role. We work closely with allied professionals, including your attorney and accountant, to provide you with complete and full services. You may not realize issues do exist that could decide the quality of life you will enjoy, even if you already have a very high standard of living. Obtaining professional guidance now can help make your money last a lifetime and protect your legacy.

Helping you navigate all life’s financial questions

Investment Management Services

Tax Minimization strategies

Executive Benefits

Employee Benefits Review

Valuation and Succession planning

Retirement Income Projections


Premier financial planning with a Certified Financial Planner professional to assist you with:

  • Coordinating Planning for Business and Personal
  • Valuation and Succession Planning 
  • Executive Benefit Planning
  • Review of Benefits for Employees
  • Investment Management Services
  • Retirement Income Planning 
  • Tax Review and Minimization Strategies
  • Estate Planning
  • Insurance Review


Ongoing financial planning and support with your personal Advisor with exclusive content and educational services.

  • Team who relates to your struggles and celebrates your successes
  • Customized financial solutions
  • Ongoing reviews with your Advisor team
  • 24/7 Portfolio monitoring through our platform
  • Monthly/Quarterly statements
  • Account rebalancing
  • Ongoing financial adjustments to your plan
  • Quarterly Webinars


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