Wealth Management and
Private Family Office Services
At Oakwood Family Office, the combination of our sound investment theory and state of the art technology is designed to help ensure long-term financial success for our clients and their families.
When everyone else changed... We didn't.
We remain focused on providing our clients with soundly managed portfolios of directly owned high-quality securities and personalized service.
Proven & Time-Tested Portfolio Management
A well-defined and disciplined investment strategy.
Oakwood Family Office provides its clients with a time-tested investment philosophy for portfolio management, developed over three generations of advising investors.
Separately managed portfolios of directly owned stocks and bonds. A focus on high quality securities with strong earnings for growth and dividends for income-oriented investors.
Wealth, orchestrated Family Office Services
Comprehensive advice beyond portfolio management.
Portfolio management in the context of a family's overall circumstances, the professionals with whom they work, and their evolving life goals and assets.
Family Office Services enable the client's financial advisor, CPA, and estate planning attorney to work together effectively as a team on behalf of the client's family. The Oakwood Family Office brings a comprehensive solution to portfolio management, tax concerns and optimizing intergenerational wealth transfers.
Get to Know Oakwood
Oakwood Family Office offers the services of a world-class investment firm dedicated to improving clients financial lives and making their futures more secure. As an independent firm, the company provides objective advice and is committed to excellence for its clients.
With the benefit of nearly 90 years of experience in the financial markets, the company has developed an expertise and knowledge base that has served clients well—enabling them to enjoy healthy returns during prosperous economic periods, while mitigating downside risk during adverse markets.
Market Commentary
Successful portfolio management in our evolving economic conditions: We share what we've learned for minimizing the risk of irrecoverable portfolio loss while being well positioned to excel during favorable times.
- Avoiding Risks
- Investing in a rising interest rate environment.
- Positioned for Success
- "Pessimists sound smart. Optimists make money."
Client Experience
Our clients' trust is the foundation of our reputation.
See what they have to say:
I keep telling friends how responsive you are to your clients. I really appreciate culture you have created.
You always give us great advice and amazingly prompt responses, and I deeply appreciate that and all the great work that you have done for us. My wife sends her thanks, too.
Thank you, all your help is greatly appreciated. It's amazing to think how much the investments have grown. Retiring at 65 (9 yrs) is actually looking like a possibility. I thank you for all your help in making this happen.
Clients nationally and internationally trust Oakwood Family Office. Our Philosophy
Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success. The testimonials listed are provided by current clients of Oakwood Family Office, LLC. The providers of the testimonials were not provided with any cash or non-cash compensation for their testimonial. If the person providing the testimonial is a friend or close family member, this relationship may result in a material conflict of interest that impacts the impartiality of the testimonial provider. The testimonials given here are professional relationships only.