Check the background of this financial professional on FINRA's BrokerCheck

Wealth Management | Private Client Group | Part of HilltopSecurities

OakStreet Capital Management

Click to Schedule:

We blend honesty with sound judgment providing forthright advice and tailored solutions necessary for clients to thrive.

Advancing Your Financial Pursuits for Generations:

At OakStreet Capital Management, our foundation is a unique blend of financial strength, deep industry knowledge, and years of wealth management experience. We give your wealth purpose, so you can pursue what matters most. Building life-long relationships—that’s how we enrich your financial future.

Our team is committed to help you improve your financial life. We do this by serving as your advocate and giving you the guidance you need to help you pursue your definition of success.

Through our fiduciary advisory process, our team of experts will work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.

•             Discover your goals, roadblocks, and other considerations.
•             Analyze your current financials to identify strengths, weakness, and opportunities.
•             Advise you on a tailored plan that pinpoints your financial needs and goals.
•             Implement your financial plan and investment strategy.
•             Monitor your plan and portfolio and adjust as necessary.
•             Live Confidently

We believe wealth management & financial planning is about life building. We combine our process with a planning philosophy that considers the entirety of your financial life, from pre- and post-retirement investment advice to preparing for the unexpected and planning your legacy.

As your financial advisory team, OakStreet Capital Management goes beyond one-off investments and helping you save for retirement. Our mission is to serve as an accountable advocate who can help you plan for the long-term. We do this confidently by leveraging in-depth market knowledge and years of providing comprehensive, experience-based advice.

We blend honesty with sound judgment, providing forthright advice and tailored solutions necessary for clients to thrive.

Jeffrey N. Vanover, CFP®, | AWMA® | APMA® | AAMS® | CRPC® | CRPS®

Senior Vice President | Private Client Group

Articles & Content