OAKWOOD WEALTH PARTNERS

Our goals for each of our clients is simple. We listen intently, empathize and partner with them to come up with the solutions that best make sense for their individual situation. Many times, this is an educational process. While there may be a place for it, we do not believe in one and done relationships. Many of our clients have been with our firm for well over 30 years and we are now working with their children, siblings or parents. This is why the oak tree is so prominent in our branding. We intend to grow with our clients from that initial seed that was first planted during our Discovery Meeting. As the relationship develops, that initial seed becomes a firm, healthy tree. The growth of the oak tree will have challenges along the way, but the continual nurture and love, and a healthy base, is what keeps the tree strong through many generations... It is my intention that every visitor to our site is able to easily attain the type of information and knowledge about our firm that..

Primary location: Irvine United States