The OakBridge Group
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.
Why you should prioritize an annual financial review Review your financial situation regularly to help monitor progress and stay on track for your goals.

Tuesday talks with Tom!
Have you been curious about what services The OakBridge Group offers? Looking to start the New Year off with a comprehensive planning?
Come stop by the second Tuesday of each month and meet Tom Turon and have a cup of coffee on The OBG!

Managing multiple financial priorities can feel like a juggling act. But together we can find a balance between today’s needs and tomorrow’s goals.

In honor of National Financial Wellness Month, take time to prioritize your finances and set your financial goals for the year ahead. Let’s connect to review your financial priorities and discuss if you’re on track.

Setting specific financial goals can help boost your financial confidence and increase your chances for success. What financial goals have you set for the new year?
It’s officially winter! What’s your favorite winter activity?

The OBG would like to extend a HUGE THANK-YOU to all of our clients, friends, and folks in the Avon community who helped us collect nearly twice as many unwrapped toys and goodies as we did last holiday season for the Gifts of Love holiday drive!
We not only appreciate your trust and confidence in business, we appreciate your generosity in giving back to our community and those in need.
Thank-you for being a part of The OakBridge Group family!
Pictured here is Tom Turon, helping to load up the gifts for delivery.
https://bit.ly/3VLdPoD

The OakBridge Group team spent the afternoon sorting produce and other food yesterday at Connecticut Foodshare in Bloomfield.
Last year, CT Foodshare provided over 44 million meals and served over 25,000 families experiencing some form of food insecurity each month.
ctfoodshare.org

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.
Caring for aging parents and loved ones How to manage the unique financial, medical and legacy challenges.
Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025.

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

One key benefit of having estate planning conversations is creating transparency and trust with your loved ones. Have you checked all the important estate and legacy planning boxes? Let’s connect to help ensure you have a plan in place.

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

We are proud to announce that Jason Warnke, Founder of The OakBridge Group, has been named to the Ameriprise Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects our deep commitment to serving clients like you.
Thank-you for your trust and loyalty!
Financial Advisor Jason Warnke in Avon, CT | The OakBridge Group Jason Warnke with The OakBridge Group in Avon, CT is here to help you with all of your financial planning needs.

“We help our families craft smart, personalized strategies to grow and build wealth that will last a lifetime and leave a legacy.” -The OBG Team