• Boutique Asset Management Firm
    Focused on Quality Investing, Exceptional Service, and Value Driven Strategies

What We Do

Comprehensive Financial Services &
Customized Investment Management

Our People

Experienced. Professional. Personable.

Why Choose Queens Oak

Trusted Team of Professionals. Personalized Service. Fiduciary Standard

WEALTH MANAGEMENT WITH QUEENS OAK ADVISORS

Queens Oak is an SEC registered investment advisor headquartered in Charlotte, NC. We offer innovative and intelligently designed planning solutions and investment products for high net worth and institutional clients that leverage comparative advantages through discipline, people and risk management.