Oak Wealth Management is owned and operated by its Managing Partners, David J. Cawley, Alexander B. Nalle and Gary A. Anello, each with over 25 years of experience advising clients.
After spending a decade at one of the nation’s largest full-service brokerage firms, the partners learned to leverage extensive financial, research, technology, and regulatory resources for their clients. Establishing Oak Wealth Management, with its independent culture, allows the practice to provide objective financial advice and unparalleled, customized service as a boutique wealth manager.
