Oakwood Wealth Partners

Oakwood Wealth Partners Our mission is to create a partnership with clients, resulting in our clients having confidence in th

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

☕ Building connections beyond the office.Last week, a few members of our team stepped away from their desks to enjoy cof...
06/16/2026

☕ Building connections beyond the office.

Last week, a few members of our team stepped away from their desks to enjoy coffee and conversation together. These moments give us the opportunity to strengthen relationships, share ideas, and connect on a more personal level.

We're proud to foster a culture where collaboration extends beyond projects and meetings. Strong teams are built through trust, communication, and the everyday interactions that bring people together.

Here's to great coffee, great conversations, and an even greater team.

06/15/2026

A Future Living Plan is about much more than finances.

It is about making your wishes known before someone else is forced to guess.

The families who prepare early often experience more clarity, better communication, and less conflict when difficult moments arise.

In this episode of Money Made Simple, we talk about why these conversations matter and how families can begin approaching them in a healthy, practical way.

Watch the full conversation on YouTube:
https://www.youtube.com/watch?v=vMPYtPKP4u0

06/12/2026

Most families have a financial plan.

Far fewer have a future living plan.

Where will you live if your health changes?
Who steps in if decisions need to be made?
What kind of care would you actually want?

These are not easy conversations, but avoiding them does not make the need disappear.

In our latest episode of Money Made Simple, we discuss why creating a Future Living Plan can help families reduce stress, preserve dignity, and make better decisions before a crisis arrives.

Watch the full episode on YouTube:
https://www.youtube.com/watch?v=vMPYtPKP4u0

We’re proud to support the next generation both on and off the field ⚾️ For the last ten years, Mike Lockwood and Oakwoo...
06/11/2026

We’re proud to support the next generation both on and off the field ⚾️

For the last ten years, Mike Lockwood and Oakwood Wealth Partners have honored Irvine High School baseball players through the Casey Dumont Character Award. This scholarship recognizes student athletes who demonstrate leadership, integrity, and a commitment to their community.

Congratulations to this year’s incredible recipients! We’re inspired by your character and hard work. We can’t wait to see all you accomplish in your exciting next phase.

Oakwood is proud to continue to champion opportunities for these young athletes and invest in their success beyond the game.

Read more about this year’s honorees here:

👉 https://ocsportszone.com/irvine-senior-baseball-players-honored-with-casey-dumont-character-scholarships/

06/10/2026

Register for our third in a series webinar, "Thriving in Retirement: Staying Well and Navigating Medicare" on June 17th, from 12-1 pm. We'll touch on tips for thriving in retirement and provide an overview of the important factors surrounding Medicare. Please register by clicking on the link below or email us at [email protected]. Hope to see you there!

https://events.zoom.us/ev/AsSlrzIV82X1uEl5wVqvnM17ieXx4z57i8xtcxjcYcknkEKdw8uA~Aq0GjRV0nGBAkBKKEQLLuCUvF9kL-Su-IkrBVbvUjiA1E6ARKS-QXH-NpWVIcTf39gdFXgApj7X9PgneE1uC6H0MMQ

06/10/2026

These conversations are not really about money.

They are about identity, independence, family dynamics, and making sure the people you care about are not left guessing during difficult moments.

In this episode of Money Made Simple, we sit down with Celeste Gurule to talk about why these discussions feel so hard, what keeps families stuck, and how to start moving forward in a healthy way.

Watch the full episode on YouTube:
https://www.youtube.com/watch?v=vMPYtPKP4u0

06/08/2026

One of the biggest mistakes families make is assuming there will always be more time.

More time to organize documents.
More time to discuss wishes.
More time to figure things out.

But life rarely works on our timeline.

This episode of Money Made Simple is centered around the conversations families often avoid, and why planning ahead can create clarity and peace of mind for everyone involved.

Watch the full conversation on YouTube:
https://www.youtube.com/watch?v=vMPYtPKP4u0

06/05/2026

Most families know these conversations matter.

The problem is nobody wants to be the one to start them.

Parents worry about losing independence. Children worry about overstepping. So the conversation gets delayed until a crisis forces it to happen.

In our latest episode of Money Made Simple, we talk about how families can begin planning earlier, communicate more clearly, and avoid unnecessary confusion during difficult moments.

Watch the full episode on YouTube:
https://www.youtube.com/watch?v=vMPYtPKP4u0

This is one of those conversations that feels heavy until it happens. Then it feels necessary.Our latest installment of ...
06/03/2026

This is one of those conversations that feels heavy until it happens. Then it feels necessary.

Our latest installment of Money Made Simple outlines how families can get these conversations started, so they can produce a clear plan for the future.

Catch the full episode on YouTube or listen on your favorite podcast platform:
https://www.youtube.com/watch?v=vMPYtPKP4u0

The right time to have this conversation rarely feels obvious. So most people wait.And keep waiting.Our latest episode o...
06/01/2026

The right time to have this conversation rarely feels obvious. So most people wait.

And keep waiting.

Our latest episode of Money Made Simple highlights why starting early matters more than getting it perfect.

Watch now: https://www.youtube.com/watch?v=vMPYtPKP4u0

Address

17400 Laguna Canyon Road, Suite 125
Irvine, CA
92618

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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