Oak Leaf acquires Auclair & Auclair

OAK LEAF Wealth Management, owned and operated by Jon Sweet and his 24-year old daughter Marja Sweet, have acquired North Smithfield-based Auclair & Auclair. / COURTESY OAK LEAF WEALTH MANAGEMENT
OAK LEAF Wealth Management, owned and operated by Jon Sweet and his 24-year old daughter Marja Sweet, have acquired North Smithfield-based Auclair & Auclair. / COURTESY OAK LEAF WEALTH MANAGEMENT

NORTH SMITHFIELD – A father-and-daughter wealth-management duo last week announced the recent acquisition of Auclair & Auclair LLP.

Oak Leaf Wealth Management, owned and operated by Jon Sweet and his 24-year old daughter Marja Sweet, have acquired North Smithfield-based Auclair & Auclair. Marja, who is currently studying entrepreneurship at Northeastern University, and Jon – a certified financial planner – are currently getting up to speed with the newly acquired accounts “with the goal of helping clients put together a financial plan that will guide them in the years to come,” according to a press release.

Financial details of the acquisition were not disclosed.

“We speak to our clients in plain language, which is important for gaining client trust and respect,” Marja said in a statement.

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Marja carries her FINRA series 7 and 66 securities registrations through Commonwealth Financial Network and she has a mission “to make her father’s complex strategies easy to understand,” according to the release.

“Our firm has grown, but our fundamental values remain the same,” said Jon. “We are still the same company, providing the same high-quality services to our current clients and we are excited to welcome aboard our new clients from the Auclair firm.”

Oak Leaf opened in 1988 and is located at 598 Great Road, North Smithfield.

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