Broker Check

Madison Oaks Wealth Partners - Raleigh, North Carolina

 

  (919) 324-3345

Strategy Driven Strengthening Your Future Total Independence Enhancing Your Life

Advancing Your Best Interests

At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise. Drawing on over 45 years of experience at leading brokerage firms, our executives understand the pressurized demands of the financial world. Throughout their careers, they have managed risk and been responsible for making investment decisions on behalf of the most sophisticated global investors and this expertise is translated to individual wealth management. This level of confidence and extensive experience is invaluable in our rapidly-evolving economy.

Through the uncertain markets of 2001 and 2008, our professionals have applied their knowledge and discipline to provide unparalleled financial leadership. By partnering with our advisors, you will receive tailored wealth management strategies and ongoing investment guidance to ensure your financial decisions align with your objectives. Your best interests drive our process, and we are dedicated to achieving your most valued goals.



Trust

Keeping integrity and transparency at the heart of our process, we strive to grow and protect your wealth.

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Knowledge

Our comprehensive solutions are engineered to meet the needs of today while laying the foundation for tomorrow.

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Experience

Through understanding the depth of your goals, our veteran advisors empower you to continue advancing your success.

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Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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