Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Charitable Giving Strategies
  • Estate Planning Strategies

Awards & recognition

  • The OakBridge Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Jason Warnke, Five Star Wealth Manager, 2012-2016, 2018-2024
  • Jason Warnke, Hartford Business Journal 40 Under 40, 2014

Community participation

Client Testimonial from Brenden A

What challenges were you facing before working with us?

We had issues with paying too much credit card interest and not being organized with our IRAs, keeping to a budget and not understanding wants from needs.

How did our service help you overcome these challenges?

It helped track our financial needs more accurately and better manage credit card interest.

What services do you find most beneficial?

Having someone just a phone call or email away to ask important financial questions when deciding what to do or how to proceed. Tom was very helpful when we changed jobs and what to do with our many work-related IRAs. Tom does an excellent job with identifying opportunities for investment.

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