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.

🎉 IT'S HERE! 🎉We are so excited to share that “The Heart of Success: Living, Loving, and Leading with Purpose”, is now o...
07/16/2026

🎉 IT'S HERE! 🎉

We are so excited to share that “The Heart of Success: Living, Loving, and Leading with Purpose”, is now officially available! 📖

This is Mike Lockwood’s 3rd book endeavor, and we couldn’t be more proud. This collection brings together powerful stories from Jack Canfield (yes, THE author of Chicken Soup for the Soul), as well as other incredible contributors who agree that success is much more than one’s achievements. It’s all about resilience, purpose, compassion, and impact created.

Mike contributed his story to Chapter 25, “Everything On The Table”, where he shares his own definition of success and how it has evolved within the duration of his career. 💛

If you’re searching for inspiration to lead with purpose, navigate life’s challenges, or create success that actually means something, then this book is absolutely for you.

đź“š Grab a copy on Amazon today!

Thank you for your continued support as we share these stories with readers everywhere. Here’s to living, loving, and leading with purpose together!

07/08/2026

Whether you've invested in a company you believe in or received stock through your employer, one thing is true:

Every investment deserves a plan.

In our recent installment of Money Made Simple, we discuss how thoughtful planning can help investors make smarter decisions over the long term.

Watch the full conversation on YouTube or listen on your favorite podcast platform:
https://www.youtube.com/watch?v=kKt1zxq-csk&list=PL-D18DXg-Y6tdDYBhdFzs01fQFx1uwd4K&index=1

🎓 Huge congratulations to our very own Sabrina Bilt on graduating from UC Riverside with her Bachelor’s in Business Admi...
07/06/2026

🎓 Huge congratulations to our very own Sabrina Bilt on graduating from UC Riverside with her Bachelor’s in Business Administration-Management! 💙
Sabrina, we are incredibly proud of your hard work and so excited to be part of your journey as you step into post-college life. The future looks bright! ✨💼

Wishing everyone a happy, relaxing and fun Fourth of July weekend!
07/03/2026

Wishing everyone a happy, relaxing and fun Fourth of July weekend!

07/03/2026

Everyone wants to own the next big stock.

Very few people spend enough time thinking about what happens after it becomes a big winner.

In our latest episode of Money Made Simple, we explore how successful investments can create new planning opportunities, new risks, and new questions that deserve thoughtful answers.

Watch the full conversation on YouTube or listen on your favorite podcast platform: https://www.youtube.com/watch?v=kKt1zxq-csk&list=PL-D18DXg-Y6tdDYBhdFzs01fQFx1uwd4K&index=1

Our team had a great time at the 41st Annual San Antonio Hospital’s Golf Classic. We have been proud sponsors of this an...
07/02/2026

Our team had a great time at the 41st Annual San Antonio Hospital’s Golf Classic. We have been proud sponsors of this annual tournament for the past eight years, which brings golfers, community leaders and business professionals together for a day of friendly competition and networking – all for a great cause.

Kevin Campbell made a splash on our recent episode of Money Made Simple and it was a treat having him aboard for such an...
07/02/2026

Kevin Campbell made a splash on our recent episode of Money Made Simple and it was a treat having him aboard for such an important conversation.

We unpacked the core questions within investment management, as well as the uncertainty surrounding employee stock plans and how to leverage them as a wealth tool.

Catch the full conversation now:
https://www.youtube.com/watch?v=kKt1zxq-csk

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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