About the Oakwood Team
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®.
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During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
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Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.