Our Firm History & Philosophy
Oakwood Summit was founded with a clear mission: to bridge the gap between traditional financial advisory services and tax planning, providing clients with a truly integrated approach to wealth management.
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After observing how most financial professionals operate in silos—with investment advisors focusing solely on portfolio management and CPAs concentrating exclusively on tax preparation—our firm recognized the need for a more comprehensive solution.
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Today, Oakwood Summit serves high-income professionals, business owners, and investors who want to maximize their wealth through strategic tax planning, evidence-based investing, and sophisticated wealth protection strategies. Our integrated approach has helped clients save millions in taxes while building wealth more efficiently than traditional methods.
What Makes Us Different
Integrated Expertise:
We combine tax planning, investment management, and wealth protection under one roof.
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Proactive Approach
We focus on planning and strategy, not just reacting to financial events.
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Education First
We ensure clients fully understand their financial strategies and decisions.
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Fiduciary Standard
We always act in our clients' best interests, period.
Our Strategic Partners
Our strategic partners enhance our ability to deliver exceptional tax planning services to our clients. Our collaborations gives us access to cutting-edge tax strategies, ongoing education, and a network of specialized tax professionals.
Through this partnership, we can implement sophisticated tax planning strategies that many traditional financial advisors and CPAs aren't equipped to provide. The result is significant tax savings for our clients that they can redirect toward building wealth more efficiently.
Our Core Values
Integrity
We adhere to the highest ethical standards in all our interactions and recommendations.
Education
We believe in empowering clients through knowledge and understanding of their financial strategies.
Integration
We take a holistic approach, ensuring all aspects of your financial life work together harmoniously.
Innovation
We continuously seek out the most effective tax and wealth management strategies for our clients.