Welcome to Golden Oak

Hi, I’m Shawn Dwyer. Thank you for visiting our website and learning more about how you can grow your wealth. I’m excited to have you considering this journey with us – it's a big step, and we're here to make it as awesome as possible.

Let's talk family – that's where our stories often start, right? Like you, I've got a soft spot for my loved ones. I get it – you want to ensure your family's future is rock solid, and that's exactly what we're all about. But here's the thing, we don't just see family in the traditional sense. When you invest with us, you join a family of folks who share your dreams of securing their golden years.

Now, let's dive into that retirement planning. Stocks, bonds – they're like the stars of the show, but sometimes the show's got a lot of ups and downs. We get it; you want something steady. That's where real estate comes in – it's like a cozy home in the investment world. We believe in mixing things up like you probably enjoy trying different foods or exploring new places. 

Let me share a little about why I got into real estate. It all started with my own family's journey. Seeing my parents navigate the choppy waters of retirement planning made me realize there had to be a better way. Real estate, with its tangible nature, felt like a game-changer. And that drove me to start Golden Oak – to provide people like you and families like mine a smoother path toward financial stability.

At Golden Oak, we're not just about investments and numbers. We're about helping you build a solid future, creating stories you'll be proud to share. You're not alone in this; we're here to guide you, answer your questions, and cheer you on every step of the way.

I can't wait to work together towards your dreams of a more secure and awesome retirement.

— Shawn Dwyer

Managing Partner & Founder

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Learn more about our investment opportunities

Our Vision

To Provide Retirement Stability For Everyone

Our Mission

Remove Barriers To Retirement Stability, Provide Education, Guidance, And Financial Options That Empower Individuals To Embrace Their Golden Years With Confidence.

Core Values

The Foundation of Golden Oak


Empowerment

We empower individuals by offering them personalized guidance and innovative financial options that allow them to take control of their retirement and face their golden years with confidence.

Collaboration

We value collaboration, both within our team and with our clients. By working together, we can collectively overcome obstacles and create a more secure future for everyone.

Transparency

We believe in equipping individuals with the knowledge and information necessary to make informed decisions about their financial future.

Education

We are dedicated to providing clear and honest information to help individuals make well-informed choices.

Integrity

Our decisions and strategies are guided by a commitment to long-term outcomes that contribute to sustained retirement stability.

Long-Term Focus

We uphold the highest standards of integrity in all aspects of our work to ensure that our clients can trust us to provide reliable guidance.