Oak Bridge Wealth Management

Welcome to Red Granite Financial, where strength, stability, and sophistication intersect. Our name embodies vitality, passion, and action ("Red"), along with durability, solidity, and reliability ("Granite"). As a collective of financial professionals, we offer a diverse range of services, including investment management, wealth advisory, financial planning, executive benefits, and retirement planning. At Red Granite Financial, we are committed to being a robust and trustworthy firm, capable of providing comprehensive financial solutions. We are your guide in managing and growing your finances, with a focus on long-term success and stability. Our name reflects our commitment to professionalism, expertise, and client satisfaction.

The Capital Group, a Madison, WI-based financial firm with over 20 years of experience, offers comprehensive services for individuals and businesses. We specialize in crafting tailored solutions for retirement planning, risk management, cash flow analysis, estate planning, and wealth management. Our expertise extends to life insurance and charitable giving, helping you secure your future and leave a lasting legacy. As skilled financial advisors, we navigate complex investment landscapes and optimize your portfolio to achieve long-term financial success.

At Shepherd Financial Advisors, we are passionate about helping everyone reach their financial goals and dreams. We have access to the best technology, research, and investment strategies in the marketplace to help our clients succeed. We have a strong emphasis on holistic, comprehensive planning, and making sure that your money goes to work the way you want it to. Securities and investment advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Shepherd Financial Advisors is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group, Inc.’s privacy policy and other important information, visit the "Customers" section of NextFinancial. com