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OakTrust Wealth Advisors
Welcome to OakTrust Wealth Advisors, an independent investment management and retirement planning firm managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and...
Overview
Welcome to OakTrust Wealth Advisors, an independent investment management and retirement planning firm managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA. We provide comprehensive wealth management services to a select group of individuals and businesses, including:
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What is OakTrust's regulatory structure, and how does it affect a family's engagement?
OakTrust operates inside a bank or trust-company charter, which means it is subject to regulatory capital requirements and examination by state or federal banking regulators. That charter allows the firm to serve as a directed trustee — a fiduciary role that unregistered family offices and RIAs cannot fill. For families with wealth held inside multi-generational trust structures, the trustee relationship is embedded in the trust instrument itself and cannot be terminated at will, giving OakTrust a permanent governance role that outlasts any investment advisory agreement.
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