Our Services

Financial Planning

At Oladipo Wealth Management, our planning service was founded on a simple principle: provide quality, confidential service and advice focused on our clients’ best interests.
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Our commitment to you

Achieving your financial goals requires the guidance of a financial professional who is associated with a company that engages a diverse team of specialists.

With access to this expertise, our financial planners are able to deliver to you cutting-edge solutions that address your specific needs.

We offer planning services in following areas:

  • Financial Planning
  • Wealth Management
  • Insurance Strategies
  • Investment Planning
  • Asset Protection Planning
  • College Funding Planning
  • Retirement Planning
  • Trust & Estate Planning1
  • Wealth Transfer Planning
  • Charitable Gifting Strategies
  • Business Succession Planning
  • Executive Bonus Planning
1 Trust services provided by MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual).

6 Areas of Financial Planning

1
Financial Position
A review of your financial position provides a better understanding of where you are right now. This financial picture will address your balance sheet, cash flow and debt management and if savings are balanced and appropriate for meeting your goals.
Financial Position
2
Risk Management
Analyze your situation and help find ways to protect your income, assets and, if you’re a business owner, your business, at every stage of your life and as circumstances change.
Risk Management
3
Wealth Accumulation
Design a strategy to help you invest your assets in order to meet your financial goals by taking into consideration your personal situation and tolerance for risk.
Wealth Accumulation
4
Tax Management
When applied appropriately in conjunction with a financial plan, tax strategies can help reduce the impact of taxes on investment returns and income. While only your accountant or attorney may provide tax or legal advice, our financial planners can work with them to coordinate a plan that best suits your needs.
Tax Management
5
Retirement Planning
Obviously, the earlier you start saving, the more flexibility and freedom you’ll have to choose the when, how and where of retirement. If you’re a business owner, our financial planners can show you how to take advantage of retirement strategies to help maximize your retirement savings while offering plans that can reward and retain top talent. And even if you’ve already retired, our financial planners can help to ensure that your savings continue to work for you.
Retirement Planning
6
Estate Planning²
Proper estate planning can help you to pass on more of your wealth to your family and charities than to taxes. It can take into consideration the special concerns of young families with minor children, business owners who need to address succession planning or grandparents who would like to help their grandchildren go to college.
Estate Planning²
2 Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
What sets us apart from the competition

Oladipo Advantage™

At Oladipo Wealth Management, our passion for doing what we do is deeply rooted in helping people. We are committed to helping our clients plan for and achieve the financial future they desire. See why Lanre Oladipo is passionate about helping people plan for their financial future.
CRN202611-53634

It does not matter how your journey begins; what matters is how it ends.

Let us help you get there. 

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Check the background of your financial professional on FINRA’s BrokerCheck.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 250 West 34th Street One Penn Plaza Suite 2035 New York NY 10119-0002 (212) 736-2001. Oladipo Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

We are licensed to sell insurance products in the following jurisdictions: CA, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NJ, NM, NY, OK, PA, TN, TX, VA, WI.

Lanre Oladipo, domiciled in New York, California Insurance License 2077992, Gabriel Mizrahi, domiciled in New York, California Insurance License 0M95412

We are Licensed to sell securities products in the following jurisdictions: CA, CT, CO, DE, DC, FL, GA, IL, IA, MA, MD, ME, MI, MS, NC, NH, NJ, NM, NY, OK, PA, SC, TN, TX, VA, WI, WA.

© 2024 Oladipo Wealth Management. All Rights Reserved.

CRN202703-4942844

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