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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.

10/15/2026

Some of the most important financial conversations have very little to do with investment performance.

They're about your family, your wishes and making sure the right decisions can be made when they matter most.

Catch our latest episode of Money Made Simple, featuring Danielle Guerrero, Esq:
https://www.youtube.com/watch?v=saXY49pJpgE

10/14/2026

🎤 Three questions. One great teammate. Get to know the person behind the role.

10/13/2026

There's a big difference between having an estate plan and understanding how that plan will actually work.

Our latest episode of Money Made Simple is all about asking the questions that matter before your family is left looking for answers.

Watch the full conversation on YouTube or listen on your favorite podcast platform:
https://www.youtube.com/watch?v=saXY49pJpgE

Last month, our team had the opportunity to volunteer with the Second Harvest Food Bank of Orange County, and it was an ...
10/12/2026

Last month, our team had the opportunity to volunteer with the Second Harvest Food Bank of Orange County, and it was an incredibly rewarding experience. Working side by side, we helped process 4,896 pounds of nutritious food that will go directly to families throughout our community.

Together, we sorted:

• 379 lbs. of Sprouts Chard
• 1,358 lbs. of Sprouts Mixed Produce
• 1,208 lbs. of US Foods Mixed Produce
• 736 lbs. of Sprouts Mixed Produce
• 1,215 lbs. of Starbucks Mixed Frozen Food

Every pound processed helps provide nutritious meals to children, seniors, and individuals facing food insecurity. We're grateful for the opportunity to support such an important mission and proud of what our team accomplished together.

Giving back is a core part of who we are, and we look forward to continuing to partner with organizations that make a positive impact in our community.

Cheers to a job well done! 👏💚

Your estate plan is about more than your assets.It's about the people who will make important decisions if you can't. It...
10/12/2026

Your estate plan is about more than your assets.

It's about the people who will make important decisions if you can't. It's about who will care for your children. And it's about the instructions you leave behind for the people you love.

In the latest episode of Money Made Simple, Danielle Guerrero explores the human side of estate planning.

Watch or listen now:
https://www.youtube.com/watch?v=saXY49pJpgE

You might have an estate plan that's perfectly written.But if your trust was never funded, your family could still face ...
10/09/2026

You might have an estate plan that's perfectly written.

But if your trust was never funded, your family could still face the probate process you were trying to avoid.
That's one of the real-world situations Danielle Guerrero discusses in the latest episode of Money Made Simple.

If you've created an estate plan but haven't revisited it in years, this is a conversation worth hearing.

Now available on YouTube and all major podcast platforms:
https://www.youtube.com/watch?v=saXY49pJpgE

It was a summer filled with special moments for the Oakwood Wealth family, including the arrival of some beautiful new a...
10/08/2026

It was a summer filled with special moments for the Oakwood Wealth family, including the arrival of some beautiful new additions! 💕

Please join us in congratulating Kevin and Katelyn Campbell on the birth of their baby girl, Mary Rose.

Big brother Collin is already embracing his new role, and we couldn't be happier for the Campbell family as they begin this wonderful new chapter. Wishing them a lifetime of love, laughter, and cherished memories.

Welcome to the world, Mary Rose! 👶🌸

Our latest episode of Money Made Simple is here!We are joined by estate planning attorney Danielle Guerrero, Esq. of Ele...
10/07/2026

Our latest episode of Money Made Simple is here!

We are joined by estate planning attorney Danielle Guerrero, Esq. of Elegy Law for The Trust Conversation You’ve Been Putting Off.

They're covering the differences between wills and trusts, the documents that make up an estate plan, and why it's so important to revisit those decisions as your life changes.

Watch the full conversation on YouTube or listen on your favorite podcast platform:
https://www.youtube.com/watch?v=saXY49pJpgE

NEW EPISODE AVAILABLE NOW!Creating a trust is an important step.But what happens if the trust is never funded? What if y...
10/05/2026

NEW EPISODE AVAILABLE NOW!

Creating a trust is an important step.

But what happens if the trust is never funded? What if your beneficiary designations don't align with the rest of your plan?

Estate planning attorney Danielle Guerrero joins us for a practical discussion about making sure your estate documents work together. Take away some actionable items to get your plan on the right track, so you're ready for what life throws your way.

Watch now on YouTube or listen on your favorite podcasting platforms:
https://www.youtube.com/watch?v=saXY49pJpgE

TOMORROW is the day!Think back to when you signed your estate documents.How old were your children? Who did you name to ...
10/04/2026

TOMORROW is the day!

Think back to when you signed your estate documents.

How old were your children? Who did you name to make decisions on your behalf? Has your family or financial situation changed since then?

Those are some of the questions we're exploring in tomorrow's episode of Money Made Simple.

Address

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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