City of Oaks Wealth Management

President

919-887-2828 cmoore@cityofoakswealth.com

We are a full-service financial consulting firm that for 30 years has been dedicated to helping our clients build wealth and protect their hard-earned assets. City of Oaks Wealth Management is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading firms and providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

- Carl Moore, President, City of Oaks Wealth Management