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Family Office & Wealth Management

Fractional CFO, Accounting & Tax

Investment Advisory

Risk Management

Family Office & Wealth Management

Fractional CFO, Accounting & Tax

Investment Advisory

Risk Management

Folder: Services

Family Office & Wealth Management

Fractional CFO, Accounting & Tax

Investment Advisory

Risk Management

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Contact

MN Address:

600 Highway 169 S, Ste 1410

Minneapolis, MN 55426

FL Address:

15701 S. Tamiami Trail, Ste 300

Fort Myers, FL 33908

MN Phone: (952) 935-4601

FL Phone: (855) 740-1040
info@oakwoodcp.com

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Financial Planning

Retirement Planning

Portfolio/Asset Management

Tax Planning

Tax Preparation - Business

Tax Preparation - Individual

Insurance and Risk Management

Estate Planning - Wills, Trusts, POAs

Cash Flow Expense Planning

Debt Reduction and Management

Education/College Funding

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Contact

Location

MN: 600 Highway 169 S, Ste 1410, Minneapolis, MN 55426

FL: 15701 S. Tamiami Trail, Ste 300, Fort Myers, FL 33908

MN Phone: (612) 439-8400

FL Phone: (239) 350-0211

Fax: (239) 288-0520
Email: info@oakwoodcp.com

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Oakwood Capital Accounting & Tax Advisors, LLC is not a licensed CPA firm in the State of Florida and does not perform audits, reviews, or other attest services. While we employ Certified Public Accountants and an Enrolled Agent, our firm offers tax preparation, bookkeeping, and business advisory services only.