The Oakwood Team
Serving the greater Los Angeles, CA area.
Talk to the team
Location
Los Angeles, CA 90025 (310) 772-2600
A team behind every plan
The Oakwood Team provides comprehensive wealth management to affluent individuals and families, retirement plans, trusts & estates, foundations & endowments, and corporations. We deliver detailed, comprehensive, and personalized financial planning, customized investment portfolios, and “white glove” personal services, tax strategies, and risk management. The Oakwood Team is passionate about helping our clients live an active lifestyle, while we handle the financial side. We actively manage high-quality investments, from stocks and bonds to ETFs and alternative investments. We prioritize growth through disciplined management and tax efficiency.
The Oakwood Team was founded in 1998 and since our beginning, we have fostered a culture of providing great service, which we continue to this day.
Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View All2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
Forbes
2026
Forbes Best-In-State Wealth Advisors (2026)
Forbes
2026
Five Star Wealth Manager (2026)
Five Star Professional
2025
Forbes Top Next-Gen Wealth Advisors Best-In-State (2025)
Forbes
2025
Los Angeles Business Journal Money Management Firms (2025)
Los Angeles Business Journal
2025
InvestmentNews 5-Star Wealth Management Teams (2025)
InvestmentNews
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Los Angeles, CA
12121 Wilshire Boulevard, Suite 1250
Los Angeles, CA 90025
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Los Angeles, CA
Los Angeles, CA 90025
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
What Is Compound Interest?
Newsroom and Resources
View AllMarketWatch: Ayako Yoshioka Featured in “The rest of the market is leaving Big Tech behind after a historic comeback”
MarketWatch: Ayako Yoshioka Featured in “Dividend stocks are having an excellent October as tech sector struggles”
CNBC: Ayako Yoshioka Featured on “Closing Bell”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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