- Oakridge Private Wealth
Trusted Guidance. Generational Wealth.
A Legacy Built on Wisdom. A Future Built for Generations.
At Oakridge Private Wealth, we provide personalized strategies and thoughtful advice to help you achieve what matters most.
WEALTH MANAGEMENT
Comprehensive strategies designed to grow and protect your wealth through every market cycle.
FINANCIAL PLANNING
Personalized plans aligned with your goals, values, and vision for the future.
LEGACY PLANNING
Thoughtful guidance to help preserve your legacy and support future generations.
TRUSTED PARTNERSHIP
A relationship built on trust, transparency, and a deep commitment to your success.
"The best time to plant an oak tree was 20 years ago. The second best time is today."
- -CHINESE PROVERB
Small Business Owners
As someone who has built their business, you know how difficult it can be to effectively balance your personal finances with those of your company.
How We Help
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Designing a 401(k) plan for your business and employees
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Identifying service providers that align with your interests
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Educating plan participants on their options
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Assessing your retirement plan and preparing for the road ahead
Affluent Individuals & Families
We strive to connect as your partner as we learn about the goals that are most important to you. We'll collaborate to develop a plan to align your finances with your goals.
How We Help
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Creating a long-term financial plan
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Empowering you to live within your means
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Protecting you and your loved ones for generations
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Building a diversified portfolio of quality investments
Pre-Retirees & Retirees
Determining when you're financially ready to retire can be daunting. From making sure you have enough saved to addressing insurance questions, you need someone you can trust.
How We Help
•Developing a tailored retirement plan
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Analyzing withdrawal strategies with tax efficiency in mind
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Collaborating with attorneys to review or develop an estate plan
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Reviewing savings accounts and retirement benefits
Meet Your Independent Fiduciary
Here's What You Can Expect
Discover
We invite you to connect with us in person or virtually. Our conversation will begin by getting to know you, answering any questions you may have about our firm and establishing what value we can apply to your financial goals.
Gather
Next, we’ll gather any relevant data and further analyze your financial situation. By developing a clear picture of your needs, assets and risk tolerance, we’re able to begin designing a personalized plan for you and your loved ones.
Design
Our team will take into account your current goals, aspirations for the road ahead and what your current financial picture looks like as we design and present a financial strategy.
Implement & Monitor
Once implemented, we will periodically review your plan and encourage you to contact us as much, or as little, as you need to remain confident. We’ll connect with you to make necessary adjustments.
Meet Your Advisor
Combining experience with a genuine passion for helping clients succeed.
Dino Berri
Dino Berri founded Oakridge Private Wealth. Wealth Partners to help individuals and families approaching retirement make confident, well-informed decisions about their financial future. His approach is centered on clarity, long-term thinking, and thoughtful planning—so clients can feel secure today and intentional about the legacy they leave behind.
Dino earned a Bachelor of Science in Finance from Wayne State University and has been a licensed financial advisor since 2016. He works closely with clients to provide investment strategy oversight, retirement income planning, and coordinated financial guidance designed to simplify complex decisions.
He holds FINRA Series 65, 63, 7, and 6 licenses, along with Life & Health and Variable Insurance licenses in Michigan, and remains current through ongoing education and industry training.
Outside of his work, Dino is actively involved in mentoring local youth and coaching wrestling at Dearborn High School. He values family, community, and staying active—principles that shape how he serves his clients.
How else is
True Legacy different?
We solve your problems
We empathize with and understand your situation
We educate rather than talk over your head
We plan with a focus & priority on taxes
Ready to Build Your Legacy?
Schedule a complimentary consultation to discuss your financial goals.