Oakwood Earns "Top Dog" Honors

Oakwood Capital Management LLC is pleased to announce that it was ranked as one of the star players in the seventh annual Wealth Management Top Dog Survey. Wealth Management is a bimonthly publication that provides insight and information to the financial community. The Top Dog Survey provides interesting statistics about wealth management firms.

How does Oakwood measure up? With respect to experience, one of the most interesting facts is that of the five hundred firms in the survey, nearly 20% are less than seven years old. You can take comfort in knowing that Oakwood was established over nine years ago, and that our professional staff has over 260 years of combined professional experience. As is the case with many of the other “Top Dogs” from the survey, at Oakwood, we are not looking to maximize the number of clients. Rather, we are looking to maximize our clients’ wealth management experience, and to provide the very best in client service.