Financial Advisors
Greenwood Village, CO
Oak Street Investments is a fee-only fiduciary financial advisor in Greenwood Village specializing in comprehensive wealth management, financial planning, tax preparation, and portfolio management for technology professionals and individuals with assets under $2MM. Led by Jake, a CFP™ with over 20 years of experience and an Enrolled Agent with the IRS, the firm combines investment management, tax planning, and estate planning in one integrated service with transparent, flat-fee pricing. Oak Street stands out by eliminating hidden costs and unnecessary overhead, offering clients direct access to a qualified advisor focused on authentic, competent guidance rather than sales-driven commission structures.
Ideal for: Technology professionals, high-income earners, individuals with $500K–$2MM in assets seeking comprehensive planning, clients wanting integrated tax and investment advice
Service area: Denver metro area, Greenwood Village, CO and surrounding communities
Fee-Only Fiduciary Model: Operates on a transparent, flat-fee structure with no commissions, ensuring advice is aligned with client interests rather than product sales.
Integrated Tax & Investment Services: Combines portfolio management, financial planning, and tax preparation under one advisor, with Jake holding both CFP and IRS Enrolled Agent credentials.
Specialist for Tech Professionals: Focuses on serving technology professionals and high-earners with comprehensive planning tailored to equity compensation and industry-specific financial challenges.
Address: 5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111
Phone: (720) 515-6822
Website: oakstreetinvestments.com
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