OakStreet Wealth Management, Inc. is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. OakStreet is owned by Edwin L. Katz who, prior to starting OakStreet, was an owner and president of First Alliance Asset Management, Inc., a registered investment advisory firm that he founded with his brother in 1998. Eddie has over thirty years of experience in the securities industry and personally manages all client accounts. He was a registered representative for E.F. Hutton and Paine Webber and continues to serve as a registered representative for Access Financial Group, Inc.
OakStreet believes that a successful advisory relationship is built on a commitment to a long-term financial strategy — a strategy designed to attain lifetime financial goals. We believe that wealth management is a long-term endeavor. Short-term fluctuations in the markets are to be expected and we do not believe such fluctuations provide sufficient reason to alter a well-planned investment program.
We at OakStreet strive to create an environment where our clients are comfortable asking questions and providing input into the development of their long-term financial strategy. We listen carefully to our clients' personal and family lifestyle goals, not just to their financial goals, and we keep our clients well informed about the status of their portfolios.
We review and monitor the progress made toward achieving our clients' goals and maintain personal contact with them, because we believe that client participation is an important part of achieving the goals of a successful financial plan.