Addressing the Challenges
Most women will be placed either by choice or personal circumstances in the position of being the key decision maker regarding their financial planning and investing. At OakWood, we’re known for building relationships on the fundamental elements of mutual trust, honesty, and respect. This allows our clients to be an integral part of the planning process while feeling confident they can make informed decisions.
Understanding the unique challenges women often face when planning for their future is our responsibility and we are committed to getting to know each client individually. It is through OakWood Women’s Lunch (OWLs) that we can do just that.
We’re honored that OakWood Financial Services has received the Women’s Choice Award® for Financial Advisors every year since 2014. This award is the only recognition program for well-qualified advisors who are committed to serving their female clients.