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Welcome to Oak Hill Wealth Strategies!


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Our Services

We are Oak Hill Wealth Strategies, an independent financial firm in Visalia, CA. We have more than 35 years of combined industry experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investments

Investments

Custom portfolio management designed by our President of Investments.

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Financial Planning

Financial Planning

Steps to consider, to pursue the retirement you want.

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Estate planning

Estate planning

Manage your affairs during your lifetime and beyond.

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multi-generational relationships

multi-generational relationships

We look forward to helping you and your loved ones explore their financial goals.

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Meet the team

Ted Gill

Founder | Wealth Advisor | President of Investments

ted.gill@oakhillws.com

Peter Deluyker

Founder | Wealth Advisor | Portfolio & Planning Strategist

peter.deluyker@oakhillws.com

Katie Mohan

Director, Marketing & Communications

Marco Galvan

Director, Technology

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