Oakwood Team

12121 Wilshire Boulevard, Suite 1250

Los Angeles,

CA

90025

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®. 

Resources from our team

Filters

Blog

Explore the latest economic insights with Aya Yoshioka in this episode of 7 Market Movers. From strong job growth and easing inflation to fiscal policy impacts and bond market trends—get the key takeaways shaping markets in 2025.

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was interviewed by Caroline Hyde and Ed Ludlow on Bloomberg Technology to discuss Preparing for Nvidia’s 'Noisy' Earnings.

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was interviewed by Scott Wapner on CNBC’s Closing Bell. Ayako joins to discuss the latest news affecting markets. 

Newsroom

Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China.

Newsroom

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement and Ed Ludlow on Bloomberg Technology to discuss

Team locations

Los Angeles, CA
12121 Wilshire Boulevard, Suite 1250, Los Angeles, California, 90025

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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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)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. 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.