Oak Tree Wealth Management (OTWM) is a financial advisory firm based in Corpus Christi, Texas, dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Founded by Martin, who serves as the President and Senior Investment Advisor, OTWM offers a range of services including retirement planning, investment management, tax optimization, estate planning, and insurance solutions. The firm emphasizes a client-centric approach, focusing on educating clients about financial concepts and products to empower them in making informed decisions. OTWM provides various tools and resources, such as calculators and tax resources, to assist clients in managing their finances effectively. Their mission is to develop, implement, and monitor strategies tailored to each client’s unique situation, aiming to simplify the complexities of financial planning and help clients achieve long-term financial success