Oakwood Wealth Partners

Our team had a great time celebrating the holidays with our families and friends. Cheers to a great Holiday Season and a Happy New Year!

Val and Pepper matched in colors today! It's always a great day when you can come to the office and cuddle with Pepper, our office mascot!

Oakwood does Financial Literacy - First grade style. Mike Lockwood had the great opportunity to spend the afternoon with some first graders in his daughter's class, teaching them about money. He read the book "If I had a Penny..." . This is a children's book written by one of his long time financial advisor friends, Richard Harris. The boys and girls in the class were very involved about how to grow a penny to a dollar. Looking forward to the next opportunity. #oakwoodwealthpartners #financialplanning #wealthmanagement

Here's some news that will brighten your day! We would like you to meet Charlotte Elizabeth Lockwood, who is now a member of the Oakwood Wealth Partners kids club! We are so happy for Nick and Sarah Lockwood who became parents for the first time. We are pretty sure she will become a financial planner, following in the steps of her dad, and grandfather, Mike Lockwood. #oakwoodwealthpartners #financialplanner #wealthplanner

Meet the newest member of our Oakwood Wealth Partners Family; Collin Keith Campbell! We are thrilled for Kevin and Katelyn Campbell who just became parents for the first time. We can't wait to meet Collin, future financial planner! #oakwoodwealthpartners #financialplanner #wealthplanner

A few of our team members were able to join 4500 other advisors in Orlando, Florida, for our first Osaic ConnectEd conference. We were able to learn more about our new company affiliation and meet with some of the leaders of Osaic. The breakout education sessions were aplenty and the content was excellent including Nick Saban and Charles Payne. Finally, we were able to enjoy a final night concert featuring members of The Band Perry, Gin Blossom, and Lynyrd Skynyrd. Future is bright for Oakwood Wealth Partners. #oakwoodwealthpartners #financialplanning #wealthmanagement

I’m proud to announce that my second book, "The E-Myth Evolution" that I co-authored with Michael E. Gerber and distinguished professionals worldwide, has launched on October 24, 2024, and has achieved Amazon Best-Seller status, reaching the #1 new release position in direct marketing. My chapter, "Building a Winning Team" is about my personal story, highlighting how mentorship, kindness, and hiring the right “heart” can work towards building strong teams that help shape the success of your business. The chapter also emphasizes that a single act of belief can transform lives and help others achieve their full potential. https://bit.ly/3YQzGgw

The average retirement age is 62, but many people wait until Medicare starts at 65. Should health care be the key driver of your retirement date? #oakwoodwealthpartners #financialplanning #retirementplanning #wealthmanagement #financialadvisors