Oakwood Capital
Oakwood Capital, Inc. is a full-service registered investment advisor committed to integrity and professionalism, providing high-quality financial services and products to help clients reach their goals. They emphasize independence, personalized service, and a client-first approach, with offices in Fort Myers, FL, and Minneapolis, MN. The firm offers a wide range of financial planning, investment management, estate planning, retirement planning, and other financial services, supported by a strong leadership team and strategic partnerships with custodians like RBC and Charles Schwab.
Industries
Nr. of Employees
small (1-50)
Oakwood Capital
Minneapolis, Minnesota, United States, North America
Services
Discovery of retirement goals, financial inventory analysis, plan development, phased implementation, pension and benefits decision support, and ongoing plan reviews.
Assistance coordinating with legal counsel on wills, powers of attorney, executor selection, beneficiary designations, estate tax mitigation, and estate protection considerations.
Consultative process to discover client objectives, develop short/intermediate/long-term strategies, implement actions across investments, insurance, tax, and estate considerations, and provide ongoing reviews.
Point-in-time portfolio analysis, development of tax-aware investment strategies, implementation guidance, diversification, and ongoing monitoring and counsel.
Advisory services for small business owners including group health, retirement plan design, and profit-sharing plan guidance.
Operational support for affiliated advisors including access to advisory platform services, onboarding tools, commission systems, performance reporting, compliance portal, and experienced support staff.
Discovery of retirement goals, financial inventory analysis, plan development, phased implementation, pension and benefits decision support, and ongoing plan reviews.
Assistance coordinating with legal counsel on wills, powers of attorney, executor selection, beneficiary designations, estate tax mitigation, and estate protection considerations.
Consultative process to discover client objectives, develop short/intermediate/long-term strategies, implement actions across investments, insurance, tax, and estate considerations, and provide ongoing reviews.
Point-in-time portfolio analysis, development of tax-aware investment strategies, implementation guidance, diversification, and ongoing monitoring and counsel.
Advisory services for small business owners including group health, retirement plan design, and profit-sharing plan guidance.
Operational support for affiliated advisors including access to advisory platform services, onboarding tools, commission systems, performance reporting, compliance portal, and experienced support staff.
Expertise Areas
- Financial planning
- Retirement planning and income distribution
- Estate planning and legacy preservation
- Investment planning and portfolio management
Key Technologies
- Electronic account opening systems
- E-signature platforms
- CRM integrations
- Performance reporting software
News & Updates
Your preconceived notions may impact your decision-making process. Overcoming confirmation bias can help make better investment decisions.
Mixing family and business can be tough. Creating healthy boundaries is essential for success and harmony.
Questions to ask when choosing an investment professional to ensure a good fit and quality service.
Your preconceived notions may impact your decision-making process. Overcoming confirmation bias can help make better investment decisions.
Mixing family and business can be tough. Creating healthy boundaries is essential for success and harmony.
Questions to ask when choosing an investment professional to ensure a good fit and quality service.