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Southern Oak Wealth Group

EST. AUM
$100,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Nashville
CRD Number
Website southernoakwealthgroup.com
Client types

Overview

We provide a specialized process focused around the preservation of wealth for the rising generation, defining family estate intentions and facilitating the transition of assets from one generation to the nex

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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