Oak Wealth Advisors
We recently executed a new office for a financial planning professional who specializes in the service of families with special needs children and aging parents in need of profound care. Traditionally only available to very wealthy families and institutions, Oak Wealth Advisors was founded on the premise that these services should be provided to all families.
The owner approached OKW with an existing space that lacked the comfortable charm necessary to make their clientele feel at ease. As we discussed the programming of the new building, we asked where people feel most comfortable when discussing important issues. The answer… the kitchen table. The center of this office is a working kitchen where families can come, sit around a table, drink a cup of coffee and share their stories and challenges. Simple moves provided a sense of residential comfort: opening the kitchen to the entryway, relocating the entrance to allow for a private client meeting space, and updating the bathrooms with more inviting finishes.
By listening to the client and maintaining an open line of communication, OKW provided solutions for issues arising with the existing building, addressed budgetary constraints and actualized the client’s values through the new design.