Oak Street Investments

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.