Christopher F. Anicete
Managing Partner | Founder
Chris Anicete provides diverse financial solutions tailored for families, individuals, and professional athletes. His formative years were spent at Blessed Sacrament Catholic School in Madison, Wisconsin, where he cultivated a passion for financial services at the young age of 13.
Chris' venture into finance began at the University of Wisconsin-La Crosse, where his life as an academic and financial strategist took shape. Graduating with a degree in finance and marketing, In 2009, Chris joined the financial world at the Northwestern Mutual Wealth Management Company, sparking a career that continues to blossom.
In 2012, Chris returned to Madison to start a purpose-driven service catered to his clients. Chris continues to believe in the power of strategic planning that goes well beyond investments and insurances. His understanding of financial solutions gives his clients a greater advantage when planning for their future.
Today, Chris serves as a Founder and Managing Partner at OakBridge Wealth Management. Chris masterfully navigates the intricate financial terrains that high-net-worth individuals face. His mission is to guide them through the maze-like world of strategic planning and help them lay the groundwork for fiscal confidence during and beyond their careers.
At OakBridge Wealth Management, Chris meticulously curates and orchestrates a concierge service model that leverages strategic partnerships including attorneys, CPA’s, insurance vendors, real estate developers, lending services, non-profit / foundation advocates, and more. These alliances help to ensure that every client's needs are managed with precision and timeliness.
Central to Chris' service is a phased approach that aligns with the client's career and financial trajectory. From identifying short- to long-term goals, to launching robust distribution strategies, each phase of Chris' financial services resonates with his clients' unique goals.
For Chris, OakBridge isn't just a wealth management firm — it's a sanctuary where relationships, and commitment converge to help shape his clients' financial path. With a powerful commitment to every client, Chris helps them pursue complete financial tranquility.
Chris' evolution from a football enthusiast with a penchant for finance to a Managing Partner is a testament to his unwavering resolve to offer tailored financial strategies. At OakBridge Wealth Management, Chris doesn't just envision financial success for his clients — he also aims to craft the pathway, ensuring each step resonates and aligns with their unique financial landscape.
Outside of his professional life, Chris places the utmost importance on his family, which includes his wife Alli, son Beau, and daughter Amelia. He loves to travel the world with his family, relishing any outdoor activity that allows them to spend quality time together. Chris is also a fervent supporter of their children's sporting events, hockey for Beau and gymnastics and ballet for Amelia, embodying his role as a sports enthusiast. This passion extends to his hobbies of videography, drone filming, and photography, where he captures the essence of these family moments and the beauty of nature. For Chris, these activities not only complement his professional life but enrich his personal life, demonstrating a harmonious balance between his career, family, and personal interests.
You are under no obligation to use the services of any of the entities mentioned/shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and OakBridge Wealth Management.