What’s New


We share valuable information to help keep you informed, educated, and well-positioned to pursue your financial goals.



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Tax Changes and the Outlook for 2023

December 13, 2022
12:00 - 12:45 PM

Event Details

Fixed Income Investment Strategies

Your Guide to Year-End Financial Planning for 2022

A useful checklist as the year concludes.


Tax time

OakWood Events

Join us for social events, in-person workshops, and webinars presented by OakWood advisors that are followed by Q&A sessions.

Registration is required and guests are always welcome.

Event Details and Registration

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Schedule a Meeting

Easily select a time to meet with an advisor that works best for you.

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Account Access

View your financial information all in one place.


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Market Updates

Get insights from Brad McMillan, CIO of Commonwealth Financial Network®.

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Financial Guidance

Read informative articles and financial tips.

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Worksheets & Reference Materials

Explore the useful financial planning resources we’ve gathered for you.

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Use our helpful interactive tools and estimators.

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Membership Access