Rooted in Strength.
Grown with Purpose.
Focused on you.
Grounded in forward-thinking insight, we help you cultivate financial strategies that stand firm through life’s seasons, helping your wealth flow toward new opportunities—for generations.
Whether you’re growing a legacy, protecting hard-won gains, or charting new horizons in retirement, we help you move confidently into the future and remain rooted in your best years yet.
Guarding Against Surprises, So You Can Grow Toward Confidence
A sudden market dive, an ill-timed tax move, a lack of important knowledge, an unexpected IRS notice—these kinds of surprises can unravel decades of saving. That’s why our strategies are designed to help your assets grow deep roots, avoid potential chaos, and keep income flowing so you can feel confident even if the waters turn rough.
Where Strong Roots Meet a Tailored Strategy
Your future shouldn’t hinge on any single product or market bet. That’s why our Four Pillars interlock—helping protect today’s lifestyle while channeling your assets toward tomorrow’s growth. Along the way, we share clear, tailored guidance so you understand each move and make confident choices at every step.
Our Four Pillars
1. Retirement Income Engineering
Strategies designed to help transform years of saving into reliable, inflation-resistant paychecks.
2. Tax-Efficient Strategies
We’ll help organize and time your strategies wisely, helping you keep more—and send less to the IRS.
3. Strategic Roth Conversions
Shift tax-deferred dollars into tax-free territory at the moments that matter most.
4. Legacy & Estate Design
Protect your family and future care while passing on your values.
We Offer Services in These Three Areas
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
- Retirement Income Strategies
- Wealth Management
- Annuities
- Investments
- IRA/401(k) Rollovers
PRESERVE
Protect the assets that can help you live the retirement you've always imagined.
HOW?
- Assets Protection
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
GIVE
Provide for the people and causes you care about the most.
HOW?
- IRA Legacy Planning
The Oak River Process
We start by anchoring your strategy in what matters most to you, then guide each dollar into purpose-built pathways—dependable income, compounding growth, tax efficiency, healthcare security, and a lasting legacy. And with every step, we help deliver the knowledge you need to know exactly where every dollar goes, so your strategy remains clear, agile, and enduring.
Your Calm in the Financial Current
At Oak River Wealth, we believe financial confidence shouldn’t rise and fall with the market tide. Our purpose is simple: help you plant deep-rooted strategies that keep your income flowing and your legacy flourishing—no matter how unpredictable the waters become.
Jennifer Sweigert
Founder
Learn More About Jennifer
Jennifer is deeply committed to building lasting relationships rooted in dedication, compassion, and clarity. As a financial professional, she focuses on simplifying the complexities of retirement planning and providing clients with personalized guidance and confidence.
Inspired by her grandfather, a respected financial advisor, Jennifer entered the field driven by her passion for helping others. She is especially proud of the enduring relationships she’s built with clients, helping guide them confidently through life's significant transitions, and balancing a fulfilling career with raising her family.
Jennifer’s greatest satisfaction comes from meaningful conversations that help her clients gain clarity and confidence about their financial futures. Dedication, open communication, and genuine understanding are central to her approach, helping ensure each client's best interests are always prioritized.
Outside of work, Jennifer enjoys family time, traveling, and staying active—including her newfound love for Jazzercise. She runs her firm alongside her husband, Luther, embracing a family-oriented approach infused with honesty, compassion, and care. Together, they balance a lively household with their two sons and a spirited group of pets.
Luther Sweigert
Founder
Learn More About Luther
Luther is deeply committed to helping clients build clear, practical financial plans that offer real-life strategies and confidence. Luther provides comprehensive retirement planning driven by honesty, dedication, and a relentless commitment to each client’s best interests.
Inspired by his wife, Jennifer, a seasoned advisor, Luther transitioned from over a decade running his own investigative firm—experience that sharpened his analytical skills and taught him to ask the right questions. He takes pride in cutting through complexity to help clients articulate and achieve their retirement goals, finding great satisfaction in the clarity and confidence they gain.
Luther prioritizes building lasting relationships, treating every client like family. His greatest accomplishments include co-founding their family-run firm alongside Jennifer and showing his dedication to clients who confidently refer family and friends.
Outside of work, Luther enjoys boating, fishing, hunting, and coaching his son's baseball team. Family life with Jennifer, their two children, and their lively household of pets keeps him grounded and energized. Above all, Luther believes in the importance of listening, clarity, and dependability—qualities that define his approach to both life and financial advising.
Your Wealth Rooted in Forward Momentum
Experience a retirement strategy built on your values and set on a clear course toward a retirement future rooted in confident tomorrows.
