Oakwell Private Wealth Management

Oakwell Private Wealth Management advises individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate accounts, offering investment supervisory services, financial planning, sub‑advisory arrangements, and access to mutual funds, ETFs, bonds, equities, and insurance products through an affiliate. As with many multi‑team firms, it constructs Investment Policy Statements, provides portfolio management and financial planning, and charges percentage‑of‑AUM advisory fees.

The firm typically operates on a discretionary basis, documenting goals and risk tolerance in an IPS and implementing strategies that draw on fundamental, technical, and cyclical analysis; listed investment approaches include long‑ and short‑term trading and covered‑call option writing. OPWM uses third‑party sub‑advisers and execution support (including a relationship with Advisor Logistics), requires its recommended custodians (Charles Schwab, Fidelity, or Interactive Brokers), and performs at least annual account reviews with regular quarterly custodian reporting.

Notable distinctions in the brochure include that some advisers are licensed to sell insurance through affiliated Oakwell Plan Benefits and may earn commissions on those sales, with disclosure and a stated policy that clients will not pay commissions and advisory fees on the same pool of assets. The firm also maintains a compensated advisory board composed of employees, unaffiliated CPAs, and clients, and the firm’s materials include client testimonials in advertising, practices that are less common among multi‑team peers.