Oakwood Wealth Partners

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.

Guaranteed income can be valuable.So can growth.So can liquidity.So can downside protection.Retirement planning is about...
08/28/2026

Guaranteed income can be valuable.

So can growth.

So can liquidity.

So can downside protection.

Retirement planning is about understanding the tradeoffs and deciding which ones actually matter to you.

That's what we're exploring in the latest episode of Money Made Simple:
https://www.youtube.com/watch?v=eDqrrSnQqis

🍦 What better way to celebrate Financial Wellness Fair Day than with ice cream?We were thrilled to host a Client Appreci...
08/27/2026

🍦 What better way to celebrate Financial Wellness Fair Day than with ice cream?

We were thrilled to host a Client Appreciation Event at San Antonio Regional Hospital, treating the amazing physicians, nurses, and staff who make a difference in the lives of so many every day.

Thank you to San Antonio Regional Hospital for your partnership and for allowing us to be part of such a meaningful event. Here's to financial wellness, community connections, and a little ice cream along the way! 🍨✨

Already have an annuity?That doesn't necessarily mean you made a mistake.But it might be worth understanding exactly wha...
08/26/2026

Already have an annuity?

That doesn't necessarily mean you made a mistake.

But it might be worth understanding exactly what you own.

What are the fees?

What are the surrender provisions?

How does the money grow?

What happens to it if you pass away?

Our latest Money Made Simple episode digs into these questions and more:
https://www.youtube.com/watch?v=eDqrrSnQqis

One of the most important questions in retirement planning isn't:"Should I have an annuity?"It's:"What am I trying to ac...
08/24/2026

One of the most important questions in retirement planning isn't:

"Should I have an annuity?"

It's:

"What am I trying to accomplish?"

That distinction can change the entire conversation.

Tune in to the latest episode of Money Made Simple. Now available on YouTube and your favorite podcasting platforms!

https://www.youtube.com/watch?v=eDqrrSnQqis

Annuities have a reputation.Some of it is deserved.Some of it comes from misunderstanding.And some of it comes from prod...
08/23/2026

Annuities have a reputation.

Some of it is deserved.

Some of it comes from misunderstanding.

And some of it comes from products being used in situations where they simply didn't belong.

We're unpacking all of it in the newest episode of Money Made Simple. AVAILABLE TOMORROW!

What happens when someone walks into a financial advisor's office and the first recommendation is an annuity?That's a co...
08/21/2026

What happens when someone walks into a financial advisor's office and the first recommendation is an annuity?

That's a conversation worth having.

In our latest episode, we explore what investors should be asking before committing their retirement dollars to any financial product.

New episode available on Monday! Stay tuned!

08/20/2026

August marks our annual "August Is for Advocacy" campaign, a time when we ask for your help as we continue to grow our business and expand our impact. This year, we're excited to share a professionally produced video featuring not only our advisors, but also some of the talented team members who work behind the scenes to support you every day. You may recognize many of the voices you've spoken with over the years, even if you haven't seen them on camera before!

Here’s a short clip from the video, the rest of the video can be seen at https://vimeo.com/1215897250?fl=tl&fe=ec.

Thank you to those who have referred friends and family to us in the past. Your confidence in our team means the world to us. For those who have not yet had the opportunity to make an introduction, please know that the greatest compliment you can give us is a referral.

A financial product isn't automatically good just because it has guarantees.And it isn't automatically bad because it ha...
08/20/2026

A financial product isn't automatically good just because it has guarantees.

And it isn't automatically bad because it has fees. The real question is whether it fits the person and the plan.

Matt Manskar, from our team at Oakwood, stopped by our show to shed some light!

An all-new episode of Money Made Simple coming soon!

Fancy coffee + the best crew = the ultimate mid-week refresh. ☕✨ Grateful for this team and our beautiful Irvine office!
08/18/2026

Fancy coffee + the best crew = the ultimate mid-week refresh. ☕✨ Grateful for this team and our beautiful Irvine office!

Annuities.Few words in retirement planning seem to generate as much emotion.Some people swear by them. Others swear they...
08/18/2026

Annuities.

Few words in retirement planning seem to generate as much emotion.

Some people swear by them. Others swear they'll never own one.

But what if both sides are missing the point?

In the latest episode of Money Made Simple, Mike, Nick and Matthew Manskar take an honest look at annuities, where they can make sense, where they can go wrong, and why the right answer depends on the individual.

Coming soon.

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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