Get Started

The first step to exploring Oak Grove is to contact us and set up a complimentary consultation. During this initial meeting, we will ask you to work together with us to complete a brief financial profile to help us to identify your financial obligations, priorities, and longer term goals. If the Oak Grove approach and your financial objectives are a good fit, we will do an in-depth financial plan according to your personal investment objectives, risk tolerance, and investment time horizon. Communicating with you throughout this process, we will define a strategy for moving forward with your investment plan. Similarly, we will work with TD Ameritrade Institutional to process all required documents to successfully manage your investments.

Contact Us

Phone: 412-515-8899
Fax:      412-515-8890

Primary Mailing Address

Oak Grove Capital, LLC
11 Atlantic Avenue
North Hampton, NH 03862-2305

Downtown Conferencing