Nationwide Estate Planning
At Oak GenWealth Partners, we believe that wealth is more than numbers on a statement — it’s legacy, stability, and protection for the generations that follow. Our name is rooted in both cultural meaning and natural strength.
“Oak” represents power, longevity, and deep roots. Oak trees stand for hundreds of years, weathering storms and sheltering entire ecosystems. That’s the kind of financial foundation we help our clients build — resilient, long-lasting, and capable of supporting their families and communities for generations.“OAK” also comes from Ola AKu, two African words meaning “wealth” and “abundance.”
It is the foundation of our mission: designing pathways that help our clients build and preserve generational wealth with intention and dignity.
Why We Exist
Estate planning, financial planning, and business planning can feel overwhelming — especially when you’re juggling a demanding career, caring for a family, or running a practice or business.
For many families and business owners, critical conversations about money, death, protection, and legacy never happen until it’s too late. The result is confusion, conflict, and lost wealth that could have been preserved.
We exist to change that.
Our Mission
To empower families and small business owners to:
- Protect what they’ve built
- Prepare for life’s biggest transitions
- Preserve wealth across generations
- Create clarity instead of confusion
- Build a lasting legacy rooted in intention
We guide our clients with the same strength and steadiness the oak tree symbolizes — helping them plant seeds today that will shade their families tomorrow.
Why Planning Matters
Life is unpredictable. And while we can’t prevent loss, we can prevent chaos, conflict, and unnecessary stress.
We’ve seen the difference that planning makes:
Without a plan:
A family facing a medical emergency or death is left scrambling.
• No clear instructions.
• No understanding of wishes.
• No roadmap for accounts, passwords, assets, or responsibilities.
• Just grief layered with confusion.
With a plan:
A family moves through difficult moments with clarity, confidence, and peace.
• Medical wishes are known.
• Financial assets are organized.
• Estate documents are ready.
• Loved ones have direction — not guesswork.
Our Approach
At Oak GenWealth Partners, we blend:
✓ The strength of the oak — stability, longevity, deep roots
✓ The meaning of “Ola AKu” — wealth with purpose and cultural grounding
✓ Modern tools — to simplify estate, tax, business, and financial planning
✓ Compassion — because these topics can be emotional and heavy
✓ Expertise — so clients feel supported, not overwhelmed
We help clients talk through the conversations that most families avoid but every family needs.
Not just after a holiday dinner.
Not just after a crisis.
But even on a quiet Tuesday.
A moment of courage can change generations.
Our Commitment
We are committed to serving:
- Small business owners
- Families preparing for generational wealth
- Individuals wanting clarity and organization
Our work is grounded in cultural understanding, respect, and the belief that wealth preservation is a form of empowerment.
Plant the Seed. Protect the Roots. Build the Legacy.
At Oak GenWealth Partners, we don’t just plan for assets — we plan for people.
We help you build a legacy that stands tall, endures, and shelters everyone you love.
Just like the oak.
We Are More Than An Estate Planning Firm
At Oak GenWealth, we do far more than estate planning — we support the full ecosystem of your small business. In addition to financial advisory and retirement planning, we connect you with practical solutions for tax and bookkeeping, payroll and workers’ comp, IT and cybersecurity protection, and access to business loans.
Whether you’re building, growing, or preparing to transition your business, we help you put the right pieces in place so you can operate with confidence and focus on what matters most.