We’re happy to announce that Oakwood Capital Management has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.
Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to serve you well for years to come -- with the ability to continue providing you with resources such as our Oakwood Insights newsletter (PDF and audio editions for July, PDF edition for August) and more.
Your Oakwood Capital Management team won’t change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams.
Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.
You’ll continue to work with your team from Oakwood Capital Management. They’ll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
The advisor and client service team that you have come to know and trust will remain your points of contact.
We will continue to work side by side with you to simplify your financial life from our California office location.
Contact our Los Angeles, CA office.
As our two firms join forces, our portfolio management team will maintain the same investment philosophy, process and approach that we have been dedicated to for more than 20 years. The separately managed portfolio strategies managed by Oakwood Capital Management in the past are now part of the product offerings of a sub-advisor affiliated with WEAS, NorthCrest Asset Management, LLC (“NorthCrest”). NorthCrest Asset Management is a Registered Investment Advisor (RIA) that is wholly owned by Wealth Enhancement Group. It is separate and independent from Wealth Enhancement Advisory Services (WEAS), another RIA that is wholly owned by Wealth Enhancement Group.