^{About Me}
Disciplined Strategy. Measurable Results.

^{In GOD We Trust}
“There is Profit in Hard Work” — Proverbs 14:23

At Oak and Shield Wealth Management, LLC, faith isn’t just an idea—it’s the foundation of everything we do. Guided by Proverbs 14:23, I believe that there’s real profit and genuine joy in helping others find their way through the often choppy, uncharted waters of financial and estate planning. For me, “profit” isn’t just about numbers on a page; it’s about making a difference in people’s lives.

^{What Makes Me Different}
Built on Principles That Put You First

At Oak and Shield, We don’t just manage wealth—we walk alongside families, helping them reach their goals with wisdom, faith, and hard-earned experience. There’s profit in hard work, and there’s purpose in serving others well.

My Mission

I exist to provide structured, research-driven financial guidance that helps my clients pursue their goals with clarity and confidence. Every recommendation I make is grounded in analysis, not assumption.

My Vision

I aim to set the standard for what thoughtful, disciplined financial planning looks like — one client relationship at a time.

My Core Values

Transparency, accountability, and intellectual rigor are at the center of everything I do. I believe you deserve to understand the "why" behind every strategy, and I'll always take the time to explain it.

^{Meet Me}
The Professional Behind Your Strategy

Get to know the background, credentials, and philosophy that drive the work I do every day.

David Tonaszuck

Owner/President

781-733-4373

hello@oakandshieldwealthmanagement.com

^{Get Started}
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future

About MeDisciplined Strategy. Measurable Results.

In GOD We Trust “There is Profit in Hard Work” — Proverbs 14:23

What Makes Me DifferentBuilt on Principles That Put You First