Both Pennsylvania natives, Rick and Mario met and shared the early years of their career together at a large wealth management company. Over the years that followed, the seeds of VaMa Oak Wealth were planted.

As a CERTIFIED FINANCIAL PLANNER™, we frequently gathered to discuss the best practices for client-advisor relationships and value models. Through these discussions, it became apparent that we could serve our clients in a way that was tailored to their specific needs and preferences.

Therefore, VaMa Oak Wealth blossomed

Our firm is dedicated to meeting clients exactly where they are in life, and we achieve this through the use of modern, user-friendly technology coupled with personalized advice. With over 15 years of advisory experience, we have worked with individuals from all walks of life, at different stages of investment acumen and technology adoption. However, one common thread that runs through all our interactions with clients across the life continuum is that they always appreciate concise guidance that resonates directly with them. 

At VaMa Oak Wealth, we strive to provide our clients with a straightforward path to financial success, regardless of their current financial situation.

Both Pennsylvania natives, Rick and Mario met and shared the early years of their career together at a large wealth management company. Over the years that followed, the seeds of VaMa Oak Wealth were planted.

As a CERTIFIED FINANCIAL PLANNER™, we frequently gathered to discuss the best practices for client-advisor relationships and value models. Through these discussions, it became apparent that we could serve our clients in a way that was tailored to their specific needs and preferences.

Therefore, VaMa Oak Wealth blossomed

Our firm is dedicated to meeting clients exactly where they are in life, and we achieve this through the use of modern, user-friendly technology coupled with personalized advice. With over 15 years of advisory experience, we have worked with individuals from all walks of life, at different stages of investment acumen and technology adoption. However, one common thread that runs through all our interactions with clients across the life continuum is that they always appreciate concise guidance that resonates directly with them. 

At VaMa Oak Wealth, we strive to provide our clients with a straightforward path to financial success, regardless of their current financial situation.