Oak Hill Wealth is a wealth management firm based in Libertyville, IL that places an emphasis on helping clients leverage financial success to achieve what matters most to them. We believe that personal wealth, like time management, physical health and spirituality, impacts almost every dimension of our lives, for good or bad. Consequently, wealth is not a silo, rather it is both connected to and a reflection of our deepest values and commitments. It becomes a means by which our values find their expression in the world. Managing and using money well is an essential part of living a good and happy life.
That is what we love about this business: for us almost nothing is as enjoyable as helping a client develop and execute a strategic financial plan that in turn helps them live the satisfying life they desire. We believe this kind of financial planning and management can only be done in the context of a client-to-advisor, human-to-human relationship because it requires trust, attention and empathy.
Pete Crabtree, MBA
Pete received an M.B.A. from Lake Forest Graduate School of Management and a B.S. in Marketing from St. Cloud State University. He is also an alumnus of The Graduate Institute of St. John’s College in Annapolis, MD. Before founding Oak Hill, Pete has a long history of providing financial advice, having served most of his career for two private families in the Chicagoland area.
Pete loves to read, enjoy a cup of coffee with almost anyone, hike and bike ride (and, truth be told, play an occasional round of golf). He is married to Jana and together they raised 5 children, now adults. Currently they enjoy the proximity of 5 grandchildren. They have been residents of Lake County, Illinois for 25 years.