Broker Check

Welcome To Oak Tree Wealth Management

Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.

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Client Centered

Helping you work towards your goals and dreams is at the core of what I do. I strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

Diane Woodward

What My Clients Have to Say

We've been using Diane Woodward for over ten years now. We find her financial acumen to be on point and client focused. I really appreciate the way she continues her ongoing education by attending the latest in seminars and training to stay abreast of the latest information and products that she can then recommend to her clients. Smart as a whip and just a pleasure to deal with. Give her a call you won't be disappointed.

Dennis in Oregon

This statement is a testimonial by a client of the financial professional as of 09/30/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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We have been clients of Diane Woodward with Oak Tree Wealth Management since 2017. Diane is always prompt to answer any questions we might have, giving clear explanations and choices as to our investments as we moved into retirement. We consider her a friend as well as a Financial Advisor, and we highly recommend her!! 

Wayne & Jane in California

This statement is a testimonial by a client of the financial professional as of 10/03/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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I began working with Diane over 13 years ago during a time of great upheaval in my life. I am so thankful for her consistent collaboration, depth of knowledge, and genuine interest in helping me meet my financial goals. Her support has been invaluable and I do not hesitate to recommend her to my family and friends. 

Nancy in Nevada

This statement is a testimonial by a client of the financial professional as of 10/06/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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How We Work

How We Work

We provide customized guidance to help you gain control of your financial life. Leveraging our extensive financial planning expertise, we uncover your core values and goals. We partner with you for the long term, dedicating ourselves to keeping current and being your trusted resource. With us as your guide, you can feel confident and secure that we will do our best to guide you to the financial future you desire

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Are You Ready For The Next Steps?

Are You Ready For The Next Steps?

Would you like a CERTIFIED FINANCIAL PLANNER(™) with decades of experience working for you?  Do you cut your own hair? Paint your own house? Probably not. The clients that hire us want a caring firm that will look out for them, be aware of possible missteps, and proactively keep them on the right path. If you would like professional financial guidance, without a lot of financial jargon, a sense of humor, and lots of caring, we may be a fit.

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