We have a reputation for building long-lasting and authentic relationships with our clients. We’ll treat you like a member of our OakWood family, and we believe there’s nothing more important than helping family members reach their goals.

You'll take advantage of our firm's experience and thinking because we team up for you. That means you can put our combined ideas and strategies to work on addressing your financial needs. You'll receive the collaborative insights from a team of compassionate advisors.

Helping You Take the Right Steps


We’re deeply focused on bringing you to a place where you’re more knowledgeable and informed about your finances. That way, you’ll be empowered and feel more confident about your financial decisions.

Services to Meet Your Needs


You can take advantage of a full range of services and guidance in all areas of your finances.

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With a focus on your lifestyle goals and long-term dreams, an all-inclusive strategy can help you get there.

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Strive to grow your wealth today and draw on your income in the most efficient way during retirement.

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Build a personalized portfolio that allows you to pursue your goals while staying within your risk comfort zone.

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From pinpointing your most effective funding options to school selection, we’ll help you navigate the process.

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Taxation Planning

Explore all the legislation opportunities available to help minimize your tax liabilities.

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Estate Planning

Plan for the management of your assets during life and its orderly distribution after passing.

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Risk Management

Learn how to protect your family by minimizing losses associated with your assets.



What’s Your Risk Number?


We use a multi-dimensional tool to better understand your risk preference and capacity. While risk preference is often influenced by emotions and reflective of an individual's tolerance for risk at a specific moment in time, risk capacity considers the actual level of risk that investors can take on given their present life circumstances. These insights help us to ensure your investments align with your needs.