Great Oak Wealth Partners

    How confident are you about your retirement?

    Retirement comes with its fair share of stress and uncertainty. 

    Many people are unsure if or for how long they will be able to live comfortably.

    Ryan D. Murray, APMA®, CRPC®, CLTC, CFS®, CAS®, a Private Wealth Advisor with Great Oak Wealth Partners has been operating his firm for over 25 years.

    Specializing in asset management and retirement planning, the firm believes in taking a proactive and collaborative approach, establishing client relationships that last through life’s ups and downs.

    Ryan suggests that retirement planning requires an emotional commitment as much as it does a financial one. “Our clients often feel overwhelmed about making their savings last,” he says. “We try to make our clients feel at ease by discussing what’s important to them financially and then creating a plan to accomplish those goals.” 

    As a Private Wealth Advisory Practice of Ameriprise Financial, Great Oak Wealth Partners leverages the expertise of specialists including economists, researchers, analysts, and consultants. “Ameriprise provides us with exclusive access to software and an outstanding support system.  With years of experience, and an established network of resources, we strive to give high quality service, and a premium client experience.” 

    Ameriprise Financial and Great Oak Wealth Partners has adopted a unique approach to retirement planning. 

    Their model is based on four principles of retirement and asks clients how they plan to cover essentials expenses, ensure their lifestyle, prepare for the unexpected and leave a legacy. 

    This approach is an example of how Great Oak Wealth Partners applies their tools and strategies to their clients’ retirement needs.

    This highly successful approach has not gone unnoticed. 

    Ryan has earned a client-satisfaction score of 4.9 out of 5, and he received the Five Star Wealth Manager award from Philadelphia Magazine the last five years running. 

    The Five Star Wealth Manager recognition acknowledges high levels of customer service, integrity, knowledge and other key areas of satisfaction based on clients’ personal experience. 

    Although the awards speak volumes, Ryan takes the most pride in the referrals he receives. “Strong relationships are so important. We communicate with our clients as often as possible to discuss lifestyle changes or new goals, and to adjust their strategies when appropriate. To know that we provided our clients with enough value that they felt compelled to share it with someone else, that’s the biggest compliment we can receive.” 

    PHOTO CAP: Ryan D. Murray 

    0 0 vote
    Article Rating
    Notify of
    Inline Feedbacks
    View all comments
    Would love your thoughts, please comment.x