Oak Capital Private Wealth - Port Allen (LA)

5 /5 Linda Thabet: My husband & I really enjoy having Clay as our financial advisor. He is very knowledgeable and optimistic which gives us peace of mind. We look forward to a continued relationship with Clay for many years. Sincerely, Linda Kimble

5 /5 mike rathcke: We have been with Clay and the staff at Oak Capital Wealth since it opened. At no point did we ever get concerned or anxious about how our finances are being managed. With the economy being unstable and fluctuating, we still have faith that they have our best interest in mind. If you need someone to manage your finances, retirement fund or future and have confidence that everything will be fine, Oak Capital is the place to be. The staff treats you as family, so call them today to get started. You will not be disappointed.

5 /5 Beverly Vaughn: Friendly, knowledgeable and trustworthy are how we would describe the staff at Oak Capital. The first time we met with Clay we knew that we could trust him completely to take care of our retirement. He explained in terms we could relate to and has helped us set up policies that will help us when we can no longer care for ourselves. We are now secure in our “ Golden Years” thanks to Oak Capital.

5 /5 Jason Briggs: Oak Capital Private Wealth provides exceptional financial guidance with a personalized touch. Their team is knowledgeable, responsive, and truly cares about helping clients reach their goals. I feel confident knowing my future is in trusted hands with Oak Capital.

5 /5 Brett Billiot: Oak Capital Private Wealth has been a game changer for my financial future. Their team is professional, knowledgeable, and truly puts clients first. I appreciate how they break down complex financial topics into simple, actionable steps. The experience feels personal and tailored—like working with trusted friends. Their commitment to education and long-term planning has given me real confidence in my goals. I highly recommend Oak Capital to anyone looking for honest, expert financial advice.