Oakford Park Wealth

Welcome to Oakford Park Wealth Management where every client is valued.

“I have dedicated my career to helping people meet their personal financial goals, no matter how big or small.  I am excited to lead the Private Wealth division of Oakford Park Capital, as this affiliation will allow our firm to bring the wisdom and conservative practices of institutional investing to the individual household client, though Oakford Park Private Wealth.”

 

Eric R. Tolle, MBA

Director

Oakford Park Wealth

James G. Taylor, MBA PhD

President

Oakford Park Capital

Oakford Park Capital is pleased to have Eric managing Oakford Park Wealth.  Eric brings with him 20 years of experience in the finance industry, specifically helping individuals and families accomplish their personal financial goals.  His industry experience includes working as a financial advisor with an established wall street firm, a private banker and business banker with an international commercial bank, and most recently he managed the private wealth operations of a Pinellas county Registered Investment Advisor.  Thus, giving him a broad understanding and in depth appreciation for managing any and all of the financial needs his clients may encounter.  

Oakford Park Wealth

Welcome to Oakford Park Wealth Management where every client is valued.

“I have dedicated my career to helping people meet their personal financial goals, no matter how big or small.  I am excited to lead the Private Wealth division of Oakford Park Capital, as this affiliation will allow our firm to bring the wisdom and conservative practices of institutional investing to the individual household client, though Oakford Park Private Wealth.”

 

Eric R. Tolle, MBA

Director

Oakford Park Wealth

Oakford Park Wealth provides wealth management for families, small business owners, and high net worth individuals.  Products include custom portfolios, model portfolios, Equity and Fixed Income strategies, ETF portfolios, Risk Management and additional low cost strategies.

Contact us Today to Open a Traditional or IRA Retirement Account!

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