OakWood's Commitment to Serving Women
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.

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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, please contact Julie at (585) 787-6870 or [email protected].


The Women’s Choice Award® for Financial Advisors
We are grateful to receive this award again in 2024 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.

2014-2024 Women’s Choice Award 2024, created by Women Certified Inc. The 2024 award was presented on a rolling basis based on data as of Dec. 31, annually. 32 advisors were considered, 27 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.


OWL Pasta

 OakWood Women’s Leaders
Paint, Sip & Plan

Thursday, July 25th
12:00 – 2:00 PM Luncheon
Deer Run Winery, 3772 W Lake Rd, Geneseo


Join us for a creative event where you’ll paint your own wine glass and enjoy tasting Deer Run Winery’s finest wines. Take home your masterpiece and sip in style!

Then we’ll delve into an Investment Insights on how to balance retirement enjoyment with long-term financial security. Ever heard of the retirement spending smile? It's a thought-provoking concept illustrating expenses throughout each retirement phase, guiding your income strategy. Your personalized financial plan should craft a rich and complex blend. Register by July 11th.

We welcome you to invite a guest.