About the Oakwood Team
The Oakwood Team provides comprehensive wealth management to affluent individuals and families, retirement plans, trusts & estates, foundations & endowments, and corporations. We deliver detailed, comprehensive, and personalized financial planning, customized investment portfolios, and “white glove” personal services, tax strategies, and risk management. The Oakwood Team is passionate about helping our clients live an active lifestyle, while we handle the financial side. We actively manage high-quality investments, from stocks and bonds to ETFs and alternative investments. We prioritize growth through disciplined management and tax efficiency.
The Oakwood Team was founded in 1998 and since our beginning, we have fostered a culture of providing great service, which we continue to this day.
Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.
Client Logins
Advisory Team
Roundtable™ specialists
Client Service Team
In the news
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.