We see the necessity of specialized planning for women first-hand and feel passionately that women deserve financial advice tailored to their individual situation. At almost every turn, women are faced with obstacles that continue to widen the wealth gap such as lower wages, loss of earnings due to caregiving, and frankly just living longer. At OakWood, we continue to build on our commitment to serving women in every aspect – from educational programs to adding female advisors.
Creating a Community Together
Women need to – collectively and deliberately – talk more about finances and the unique circumstances they face among a whirlwind of competing responsibilities. We started OakWood Women’s Leaders (OWLs) with the goal of building a community of women eager to share knowledge and empower others to take steps towards closing the wealth gap. More than half of all women say they do not have a financial role model and our hope is, as financially savvy women, you can help by leading the way.
Join Us for OakWood Women’s Leaders (OWLs) Events
OWLs is a great opportunity for our clients to connect and learn more about financial planning and investing while having a good time. Our group tours local attractions, learns about topics of interest, and finds ways to give back to the community. Social outings are always more fun with a friend, and we welcome you to bring a guest. We hope you’ll consider attending one of our events. To learn more about the OWLs and upcoming events, visit Oak Central on our website. Additional information will be sent ahead of each event. Upcoming event.
For more information or to opt out of OWLs communications, please contact Julie at (585) 787-6870 or [email protected] as unsubscribing removes you from all OakWood communications.
The Women’s Choice Award® for Financial Advisors
We are grateful to receive this award again in 2023 and appreciate the trust and faith our clients place in us. This award recognizes and reaffirms our dedication to extraordinary service in addressing the financial needs of women and their families.
The Women’s Choice Award is the only recognition program for well-qualified advisers who are committed to the women’s market and serving their female clients. The award is based on 17 objective criteria associated with providing quality service to female clients, such as credentials, experience, and a favorable regulatory history.
2014-2023 Women’s Choice Award 2023, created by Women Certified Inc. The 2023 award was presented on a rolling basis based on data as of Dec. 31, annually. 88 advisors were considered, 76 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information go to: https://womenschoiceaward.com/financial-advisors.
Join Us for Pasta Making
Wednesday, April 26th
12:00 – 2:00 PM Luncheon
DoubleTree, 1111 Jefferson Road, Rochester
We will focus on what we consider wealth escalators – the opportunities you can take advantage of to maximize your savings through investment and tax planning strategies. Whether it's not leaving free money on the table with employer-sponsored retirement plans, using tax arbitrage strategies, or revisiting past financial decisions, our goal is to provide you with actionable items you can start crossing off your list.
Homemade Filled Pasta Class
Christin Ortiz loves sharing her passion for food and will be joining us for an introduction to easy pasta making techniques! After practicing mixing, rolling, and cutting, we will dive into making our own ravioli – versatile pasta that allows your creative side room to run. Next up is a demonstration on how to make tortellini and a simple sauce to pair. Everyone will leave with their finished pasta and plenty of new recipes. You are encouraged to bring an apron. Register by April 17th.
We welcome you to invite a guest.
Are you getting the personal attention you deserve?
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.