Financial Services

Financial services and advice built for the long term

Oakspire Capital is a Waukesha financial services firm. We provide financial planning, investment management and advice for individuals, families and businesses, taking a measured, long-term view that builds and protects wealth.

Get in touch Our services

Long-termWe plan and invest for durable results.

DisciplinedConsidered, evidence-based management.

IndependentAdvice aligned with your interests.

Financial services built for the long termWaukesha, WI

Financial Services

Wealth, planned and managed with care

We help clients build, manage and protect their wealth, bringing a disciplined, long-term perspective to every decision.

Financial Planning

A clear plan built around your goals.

Investment Management

Portfolios managed with discipline.

Retirement Planning

Planning and investing for retirement.

Wealth Management

Your wealth coordinated and grown.

Estate & Legacy

Planning to protect what you build.

Advisory

A trusted financial sounding board.

About us

Advice you can build on

Oakspire Capital is a financial services firm based in Waukesha, Wisconsin. We provide financial planning, investment management and advice for individuals, families and businesses.

Good financial decisions are patient ones. We take a careful, long-term view, giving honest advice and managing wealth with the discipline that lasting results require.

More about us

How we work

A clear path from understanding your goals to a plan you can rely on.

Understand

We learn your goals and situation.

Plan

We build a clear financial plan.

Invest

We manage your portfolio with discipline.

Protect

We plan for risk and the future.

Review

We meet, review and adjust.

Why us

Why clients choose Oakspire

Long-term

We plan and invest for durable results.

Disciplined

Considered, evidence-based management.

Independent

Advice aligned with your interests.

Personal

An adviser who knows your situation.

Clear

Plain, honest guidance.

Trusted

A partner for decades, not quarters.

Clients

What clients say

“

Oakspire gave us a clear plan and the steady guidance to stick to it.

Private client, Milwaukee

“

Disciplined, honest and genuinely long-term.

Business owner

“

A real relationship with an adviser who knows us.

Retired client

Financial Services

Who we work with

Oakspire Capital works with a range of clients.

👤Individuals

👪Families

💼Business Owners

🏢Executives

🏖️Retirees

🏛️Institutions

FAQ

Questions, answered

What does Oakspire Capital do?

We are a financial services firm - financial planning, investment management, retirement planning, wealth management and advisory.

Who do you work with?

Individuals, families, business owners and retirees seeking considered financial advice.

Are you independent?

Yes - our advice is aligned with your interests, not any product.

How do you manage investments?

With discipline and a long-term, evidence-based approach.

How often will we meet?

As often as you need, with regular reviews to keep your plan on track.

How do we start?

A confidential conversation about your goals and situation.

Let's plan for the long term

Tell Oakspire Capital about your goals and situation, and our team will follow up shortly, in confidence.

Get in touch