Connor Oak

Email: [email protected]


WorkOptional is proud to be a Strategic Alliance Partner of Entrepreneurs’ Organization andEntrepreneurs’ Organization Accelerator. Founded 22 years ago by entrepreneurs with a core clienteleconsisting of business owners, executives, physicians, and family offices, WorkOptional is an award-winning independent private wealth management and planning firm focused on a holistic approach.With an experienced team comprised of CFPs, MBA, and CFA totaling over 100 years of combinedexperience across both domestic and international markets, we strive to help our clients meet theirgoals and exceed their expectations. First and foremost, we are fiduciaries, bound by law to put yourinterests above all else. We look forward to continuing to support great groups like Entrepreneurs’Organization and encourage you to check out our website ( or reach out to usdirectly for more information on our firm and services.

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