Our Firm
Built on Conviction. Grounded in Trust.
Red Oak Private Wealth was founded on a simple belief: that clients deserve an advisor who answers to them — and only them.
How We Began
A Decision to Do Things Differently
"I left the traditional model so I could serve you — not the other way around."
After nearly four years in the financial services industry — including time at a large, product-driven firm where institutional priorities often shaped the advice clients received — Quentin Schiro made a decision: to build something better.
Red Oak Private Wealth was established to offer something the traditional model rarely can: a relationship built entirely around you. No proprietary products. No sales quotas. Just clear-eyed, independent counsel in your best interest.
The name comes from the red oak tree — one of the longest-lived and most resilient species in North America. It grows slowly, puts down deep roots, and endures for generations. That is the kind of wealth stewardship we aspire to provide.
The Person Behind the Firm
Your Advisor
Quentin Schiro
Founder & Financial Advisor
Quentin founded Red Oak Private Wealth after nearly four years in the financial services industry. His early career was spent at a large, product-driven firm — an experience that gave him a thorough grounding in the industry while revealing a fundamental tension: when an advisor's recommendations are shaped by what the firm sells, the client's best interest can quietly take a back seat.
He established Red Oak to remove that tension entirely. As an independent advisor, Quentin works without quotas, without proprietary products, and without the institutional pressures that too often put a firm's interests ahead of a client's. Every recommendation he makes is guided by one question: what is genuinely best for this person?
Quentin works with a select number of clients each year — by design. Making sure every family receives the time, attention, and care their financial life deserves.
Where We Work
Wisconsin Roots. A National Practice.
Red Oak Private Wealth is headquartered in Wisconsin — a state we're proud to call home and a community we're deeply committed to serving. Our roots here are genuine, and many of our clients are people we know personally, neighbors and colleagues who share the same values we do.
At the same time, the nature of our work — and the people we serve — extends well beyond state lines. Pilots, engineers, racing industry professionals, and families across the country have found that the right advisor is worth working with regardless of geography. We are fully equipped to serve clients nationwide, and we do.
Whether you're down the road or across the country, the experience is the same: a direct relationship, a plan built around your life, and an advisor who is always reachable.
What We Stand For
The Principles That Guide Every Decision
Fiduciary Always
We are legally and ethically obligated to act in your best interest — not ours, not a product manufacturer's. Full stop.
Independence
We are not affiliated with any bank, brokerage, or insurance company. Our recommendations are never influenced by commissions or quotas.
Discretion
Your financial life is private. We treat it that way — in every conversation, every document, and every decision.
Work With Us
Ready to Begin a Conversation?
We work with a select number of families and executives each year. If you'd like to explore whether Red Oak is the right fit, we'd be honored to speak with you.
Schedule a Private Consultation