With you through every phase of life

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Quin Oaks Investment Group is a team of highly experienced financial services professionals who provide personalized, goals-based investment planning and guidance for its clients.

Our group offers specialized experience in in developing results-focused financial strategies custom-tailored to help meet your priorities throughout each of life’s major stages – accumulation, distribution and legacy.

We believe successful client relationships begin with listening. Our collaborative process focuses on learning about the things you value most, helping you clarify your highest priority goals, and designing an investment plan to fit your unique needs.

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The Quin Oaks Story

The name Quin Oaks came from the five oak trees that lined the driveway up to the farmhouse where David Clarke lived with his family when he was growing up. A couple of the most important things he learned while on the farm were the value of hard work and humility.

Let's have a conversation

We welcome the opportunity to meet with you to learn more about your wealth management needs and goals, and we look forward to discussing how we can serve as a resource to help you develop strategies designed to achieve your objectives. Please contact us today at (855) 282-1840 or quinoaksinvestmentgroup@wfa.com to schedule a confidential, no-obligation portfolio review or private consultation.

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