About Our Firm

Hudson Oaks Wealth Management, LLC

  • Located in Provo, Utah, with additional locations in Lehi, Salt Lake City, and Park City Utah, Hudson Oaks is committed to fostering financial confidence through a collaborative and highly personalized approach. By addressing the full picture of their clients’ lives, the firm empowers them to take control of their financial futures with clarity and peace of mind.

  • Whether planning for retirement, building wealth, or protecting what matters most, Hudson Oaks is a trusted partner, guiding clients every step of the way.

  • Hudson Oaks Wealth Management was founded in 2019 by Jake Rust with a mission to provide a comprehensive, holistic approach to financial planning. Recognizing that financial advice often overlooks the bigger picture, Hudson Oaks prioritizes understanding the unique stories of individuals, families, and business owners. The firm is dedicated to crafting personalized strategies that align with each client’s long-term goals and aspirations.

  • As an independent firm, Hudson Oaks offers unbiased guidance untethered to banks, brokerages, or insurance companies. Their services span financial planning, investment management, risk management, estate and legacy planning, retirement planning, and tailored solutions for business owners, including 401(k) plans and executive benefits. With a focus on acquiring high-quality assets at compelling prices, Hudson Oaks employs time-tested strategies to help clients build and preserve wealth.

Our Core Values: Integrity, Reliability, Respect

At Hudson Oaks, our foundation is built on three core principles: Integrity, Reliability, and Respect - IRR. These values guide every decision, client interaction, and financial strategy we craft.

  • Integrity: We uphold the highest standards of honesty and transparency, ensuring that every recommendation aligns with your best interests. Your trust is the cornerstone of our financial planning process.

  • Reliability: We honor the unique goals and circumstances of every client, fostering a collaborative partnership built on understanding and care. Your journey is our priority. 

  • Respect: Count on us to be your steadfast partner, consistently delivering thoughtful advice and dependable support. We're here to guide you through every financial milestone. 

These principles are not just words—they are the standard by which we operate daily, fostering lasting relationships and meaningful results.

Areas of expertise

Areas of Expertise Web

Our Financial Planning Philosophy

GROW AND PRESERVE YOUR FINANCIAL TREE

Build your wealth:

Proactive financial “pruning” and “watering” that ensures long-term growth and prosperity for you and your loved ones.

  • Financial Plan

  • Investments

  • Tax Strategies

  • Retirement Planning

  • Philanthropy

Protect your wealth:

Safeguarding your financial tree from uprooting in financial “storms”.

  • Risk Management

  • Estate Planning

  • Business Solutions

  • Retirement Planning

  • Debt Management

Our Valued Partnerships

Portside Wealth Group, LLC

  • Portside Wealth is an independent, SEC-registered investment advisor located right here in Provo, Utah. Founded to enhance the efficiency of wealth management, the firm provides high-quality support to financial advisors and tailored investment management services.

  • With a commitment to fiduciary responsibility. Portside Wealth Group leverages open architecture technology and experienced compliance support, enabling advisors to focus on building strong, personal relationships with their clients. By partnering with established industry leaders, Portside Wealth aims to deliver a seamless and reliable wealth management experience, empowering both financial advisors and their clients to achieve their financial goals.

Concorde Investment Services, LLC

  • Concorde Investment Services is a nationally recognized SEC-registered investment advisor, full-service broker-dealer, and insurance firm based in Ann Arbor, Michigan. Concorde is dedicated to empowering financial professionals by providing a comprehensive ecosystem of investment solutions designed to meet the diverse needs of both advisors and their clients.

  • With a focus on innovative technology, efficient back-office systems, and thorough compliance review, Concorde enables independent financial advisors to maintain their unique identities while always working in the best interests of their clients. At Concorde, the mission is to deliver top of the line products and services that facilitate creative, well-thought-out financial solutions. The firm embodies an entrepreneurial spirit, positioning itself as a trusted partner for independent financial professionals who seek to enhance their practices and effectively serve their clients' financial needs.