For high-earning professionals and families who have built remarkable success and now seek a thoughtful partner to refine, expand, and protect what comes next.
The oak is permanence. The capital that compounds across generations.
The ivy is adaptation. The strategy that climbs alongside it, season by season.
“The oak grows slow. The ivy climbs faithfully.”
“The oak grows slow. The ivy climbs faithfully.”
The oak is permanence. The capital that compounds across generations.
The ivy is adaptation. The strategy that climbs alongside it, season by season.
We do not sell products. We hold a vantage point across every facet of your wealth and bring the right expertise to the moments that matter.
Protection for your earning power, your enterprise and the people who depend on both, quietly working in the background.
Portfolios built for decades, not quarters.
Disciplined design calibrated to your appetite, your horizon, and the reality of taxes.
Coordination where the stakes are highest.
RSUs, options, concentrated positions, and high-income exposure, with the right specialists at the table.
Wealth that transfers with meaning, designed to outlast a single lifetime.
Freedom, engineered early, well before convention says you may.
Quiet safeguards, for the enterprise, the income, and the people behind both.
An unhurried conversation. We listen for the shape of your life.
A careful examination of both assets and intentions.
A written strategy. Coherent, defensible, and yours.
Measured adjustments, candid reviews, and a steady hand, year after year.
Many are executives, physicians, business owners, and professionals navigating the demands of success. Others are widows and widowers facing profound transitions, families managing liquidity events, or beneficiaries of family wealth entrusted with the responsibility of stewardship. Some are still building. Others have already arrived.
What they share is not a profession, stage of life, or level of wealth. It is a desire for thoughtful counsel, enduring relationships, and financial decisions made with intention.
If you seek a trusted partnership measured in years and decades, you may find a home here.
A few of the questions most often raised in a first conversation. We welcome any others when we speak.
Professionals, founders, and families who value a long partnership over transactional advice, typically with annual income above $250,000 and meaningful invested assets, a relationship measured in decades, not quarters.
A small number of households, by design. It protects the depth of attention each relationship deserves.
Transparent, fee-based. Compensation varies depending on the services and strategies selected. Fees are discussed before any engagement.
Not necessarily. We coordinate with your current custodians, attorneys, and CPAs. If changes are recommended, we will explain the rationale and the decision is yours.
An unhurried, confidential conversation. We listen first: your circumstances, your concerns, the vision you hold for your life and family. There is no presentation, no pressure, and no obligation.
Strict confidentiality, industry-standard encryption, and access controls. Full details on our Privacy & Compliance page.
Oak & Ivy Wealth was founded on the belief that financial advice should feel personal, thoughtful, and deeply aligned with the life you want to build. We believe that meaningful planning happens through relationships, trust, and a clear understanding of what matters most to you.
Our work extends beyond investments alone. We help clients navigate retirement, life transitions, family decisions, tax considerations, estate planning coordination, and the complexities that often accompany significant financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional, she specializes in helping individuals and families navigate important financial decisions with clarity, confidence, and purpose.
Her work is particularly meaningful for those experiencing life transitions, preparing for retirement, managing family responsibilities, or seeking a trusted advisor to help coordinate the many moving pieces of their financial lives.
Erica believes financial planning should simplify complexity, provide peace of mind, and support the life you want to live.
Every relationship stays personal, supported quietly by a team behind it.
Account administration, scheduling, and onboarding, for responsive and thoughtful care throughout your relationship.
Investment research, modeling, and implementation behind every recommendation.
A dedicated advisor who knows you personally, backed by the oversight and resources of a larger organization.
Dear Friend,
Wealth, in my experience, is rarely about numbers first. It is about the life you are protecting, the people you love, and the decisions you would like to stop carrying alone.
I built this practice for the kind of relationship I would want for my own family; unhurried, personal, and honest. We accept only a handful of new households each year.
Whenever you are ready, I would be honored to hear your story.
Warmly,
We accept a limited number of new relationships each year.
Unhurried and entirely confidential. No presentation, no pressure…only listening.
Erica Zaragoza, CFP®
Founder & Wealth Advisor
All inquiries held in strict confidence · Privacy & Compliance