West Oak Wealth

West Oak Wealth is a financial planner in Weatherford, Oklahoma. The firm serves individuals and working families, with a strong emphasis on working collaboratively with clients to solve their financial problems. Its services include retirement planning, tax strategy, investments, charitable giving, insurance, and education planning. For retirement planning, West Oak Wealth assesses a client's current financial situation, projects future income needs, and develops a personalized retirement plan. Its tax strategy work involves identifying opportunities, developing personalized strategies, and staying informed about changes in tax legislation. Investment planning starts with understanding a client's risk tolerance, financial objectives, and time horizon. The firm also helps clients assess philanthropic goals, evaluate tax implications, and explore charitable giving vehicles, and it builds education funding strategies for clients saving for their children's education.

West Oak Wealth was founded in 2024 and is rooted in the Western Oklahoma community. Founder Chip Anderson serves as a guide to help clients navigate the unknowns of their financial life. The firm describes its approach as centered on providing guidance and sharing knowledge throughout the journey of financial planning, and it adapts a client's financial plan as life evolves. West Oak Wealth operates as a fee-only advisory firm, meaning it does not sell products for commissions, and it acts as a fiduciary legally bound to act in a client's best interest at all times. Its stated mission is to bring peace of mind by creating a financial plan that aligns with a client's unique financial purpose, and it takes a holistic approach that considers income, expenses, savings, investments, insurance, taxes, and estate planning together to identify gaps, mitigate risks, and uncover opportunities.

The office sits on East Main Street, about a tenth of a mile from the Weatherford Police Department and roughly a third of a mile from both the Senator Ed Berrong Memorial Highway and East Side School. North Washington Avenue is about four tenths of a mile away.

With a fee-only fiduciary standard and a founder who has lived through the market's booms and busts, including those in the oilfield, West Oak Wealth brings Western Oklahoma perspective to financial planning in Weatherford.