Fee-based independent CERTIFIED FINANCIAL PLANNER(TM) Professional. We specialize in working with widows and divorcees.

At Oak Tree Wealth Management our goal is to help you reach your goals. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side? We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. We find that our services, especially for women in transition, help our clients have control and confidence in their fin...

At Oak Tree Wealth Management our goal is to help you reach your goals. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side? We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. We find that our services, especially for women in transition, help our clients have control and confidence in their financial lives. Diane Woodward is a registered repesentative with and securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRASIPC. Diane may only discuss and/or transact business with residents CA, CT and PA.