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.
Meet The Founder
Dr. Cecily "CC" Anthony, AAMS®
Educator | Leadership Scholar | Entrepreneur | Financial Literacy Advocate | Speaker
Dr. Cecily "CC" Anthony is an educator, leadership scholar, entrepreneur, author, and nationally recognized financial literacy advocate dedicated to preparing the next generation for success.
With more than 20 years of experience in higher education, business, finance, and entrepreneurship, Dr. Anthony has devoted her career to helping students develop the knowledge, confidence, and practical skills needed to thrive in today's rapidly changing world. She holds a **Doctorate in Organizational Leadership** and teaches finance, business, economics, hospitality, and entrepreneurship at the collegiate level, inspiring thousands of students to think critically, lead with purpose, and build wealth through education.
As the founder of Rooted NextGen University™, Dr. Anthony believes education should extend beyond the classroom. Her programs are designed to bridge the gap between academic learning and real-world application by teaching financial literacy, entrepreneurship, leadership, investing, career readiness, and lifelong decision-making.
She is also the creator of the Teen CEO Bootcamp™, an immersive learning experience that empowers young people to transform ideas into businesses while developing the mindset, confidence, and habits of successful entrepreneurs.
Throughout her career, Dr. Anthony has partnered with schools, churches, nonprofits, businesses, and community organizations to deliver engaging workshops, keynote presentations, conferences, and educational programs that make complex topics approachable, practical, and inspiring.
Her passion is helping young people understand that success is about more than earning a paycheck. It is about learning how to think critically, solve problems, lead with integrity, manage money wisely, build businesses, create opportunities, and leave a lasting legacy.
Whether she is teaching in the classroom, leading a conference, mentoring future entrepreneurs, writing curriculum, or speaking to audiences across the country, her mission remains the same:
To equip the next generation with the education, confidence, and leadership skills to build wealth, create opportunity, and positively impact their families, communities, and future generations.
Dr. Anthony believes every student deserves the opportunity to understand money, embrace entrepreneurship, discover their purpose, and realize that their future is something they have the power to create.
"Education creates opportunity. Financial literacy creates freedom. Leadership creates legacy."