99 Derby Street, Suite 200, Hingham, MA 02043

+1 (781) 733-4373
hello@oakandshieldwealthmanagement.com
Oak and Shield Wealth Management, LLC Home
Oak and Shield Wealth Management, LLC Home
  • Home
  • About  
    • FAQ
  • Services
  • Blog
  • Resource Center 
    • Press Releases
    • Retirement
    • Investment
    • Estate
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Events
    • Glossary
    • Tax Resources
  • Let's Plan Your Future

Rightsizing for Retirement

What does your home really cost?

Have A Question About This Topic?

Thank you! Oops!

Related Content

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Contact

Office: +1 (781) 733-4373

1025 Plain Street

Suite 100

Marshfield, MA 02050

hello@oakandshieldwealthmanagement.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Disclosures:

Oak and Shield Wealth Management LLC. provides its investment advisory services through Global View Capital Management (GVCM); a Registered Investment Advisor with the Securities and Exchange Commission. Registration as an Investment Advisor does not imply a certain level of skill or training. Oak and Shield Wealth Management and GVCM are independently owned and operated and otherwise unaffiliated companies. David Tonaszuck is an Investment Adviser Representative with GVCM as defined by the Investment Advisers Act of 1940. The services offered are intended for residents of the United States in certain states only. Any subsequent or direct communication with a prospective client will be conducted by an Investment Adviser Representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Investing involves risks and possible loss of principal capital. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended by the Adviser will be profitable or equal to past performance levels.  

The content on this site is developed from sources believed to be providing accurate information. It has been designed for informational purposes only and neither constitutes an offer to buy or sell nor a solicitation of an offer to buy or sell any security which may be referenced on this website. GVCM does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable to any investor. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investing involves risk and possible loss of principal capital. Past performance is no guarantee of future returns. No advice may be given by Global View Capital Management or Global View Capital Advisors unless an investment advisory agreement is in place. Additional information can be found at: www.adviserinfo.sec.gov