Harold Surface
Co-Founder
Blue Oak Wealth Management
Mr. Surface is the co-founder of Blue Oak Wealth Management and directs the investment firm's financial planning practice, including the development, implementation and review of all client investment strategies.
Harold specializes in helping clients identify alternatives to traditional investments, purchase real estate investments within Qualified Plans or IRAs, restructure real estate
partnerships for enhanced flexibility, and execute first-time 1031 exchange transactions.
Harold is a Registered Representative with Berthel Fisher & Co. Financial Services, Inc. and is a member of the Tenant-In-Common Association (TICA).
Blue Oak Wealth Management
225 Seven Farms Drive, Suite 205
Charleston, SC 29492
866.773.1031 office
843.330.3489 mobile
843.302.0426 facsimile
Email Mr. Surface
