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Oakvest Group has a unique approach that works for us. After 2008, we were sick and tired of the buy and hold strategy and knew we wanted something different.

When we met with Reg, he explained how they buy quality investments, but also listen to the market to know when to overweight or underweight certain asset classes, sectors and securities. It sounds simplistic, but their style of investing has eliminated our anxiety and frustration with the markets.

It’s an added bonus that the entire team is fantastic. We feel very fortunate to have found the Oakvest Group to take care of all of our Wealth Management needs. We are continually impressed!

GEORGE AND MELISSA G.

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