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.

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

The goal is simple. Do not leave your family guessing.In our newest episode, we share how to create clarity, reduce stre...
05/29/2026

The goal is simple. Do not leave your family guessing.

In our newest episode, we share how to create clarity, reduce stress, and have the conversations that truly matter.

Catch the full conversation now:
https://www.youtube.com/watch?v=vMPYtPKP4u0

An all-new episode of Money Made Simple is NOW AVAILABLE on your favorite podcasting platforms!Seventy percent of older ...
05/27/2026

An all-new episode of Money Made Simple is NOW AVAILABLE on your favorite podcasting platforms!

Seventy percent of older adults will need some form of long-term care. Most families are not prepared for that reality.

In tour latest installment of the show, we sit down with Celeste Gurule and discuss how to start planning before a crisis forces your hand.

Catch the full conversation here:
https://www.youtube.com/watch?v=vMPYtPKP4u0

Most families do not have a plan. They have assumptions. And assumptions tend to fall apart when they are needed most.Jo...
05/26/2026

Most families do not have a plan. They have assumptions. And assumptions tend to fall apart when they are needed most.

Join us TOMORROW for the latest episode of Money Made Simple, where we explore one of the hardest conversations for families to have and how you can get things started in an effective way!

An all-new episode drops tomorrow. Stay tuned!

On this Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our fre...
05/25/2026

On this Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

What happens if something changes tomorrow? Would your family know what you want?In our upcoming episode of Money Made S...
05/22/2026

What happens if something changes tomorrow? Would your family know what you want?

In our upcoming episode of Money Made Simple, we share why clarity matters more than perfection when it comes to planning ahead.

This is a can't miss episode, especially if you've already been thinking about the future of your family dynamic.

The Oakwood Wealth Partners team is so proud of Lily who just received her graduate degree. Congrats Lily!
05/22/2026

The Oakwood Wealth Partners team is so proud of Lily who just received her graduate degree. Congrats Lily!

We are thrilled to officially introduce Dean Holmes and Cathy Lenzi who joined our team in 2024.
05/21/2026

We are thrilled to officially introduce Dean Holmes and Cathy Lenzi who joined our team in 2024.

Parents avoid the conversation because they fear losing control. Children avoid it because they do not want to overstep....
05/20/2026

Parents avoid the conversation because they fear losing control. Children avoid it because they do not want to overstep. So nothing gets said.

Our upcoming episode of Money Made Simple is about breaking this cycle.

Stay tuned!

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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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