Our Mission Statement

Custom Page Content

After working for a full service / full price brokerage firm since 1995, I decided that there was more to business than “more”.  More clients, more market share, and more wallet share were all the firm cared about.  All with the goal of us selling more banking products and services. 

However, when I would sit down with families, I saw something more.  We would discuss goals, plans, legacies and concerns.  I decided that my vision of wealth management was much different than my previous company's vision.  I wanted to start a company that would provide my clients a full service experience, while giving them customized plans, portfolios and  solutions at a reasonable price.

At Oakwood Asset Management, we will always put the client's goals and dreams ahead of any one firms products.  We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.  We will do all that we can to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals