Your financial plan should be tailored to your family's goals, and that's why I take great care and satisfaction in weaving together a plan that is perfectly suited to your situation. As a fiduciary advisor, I focus on creating comprehensive blueprints that address both short- and long-term goals. I believe that to achieve wealth accumulation and sustainable retirement strategies, it's important to understand and work through the complexities of risk, income distribution, and tax planning, while building a flexible plan that can adapt as your needs change.
With over 20 years of experience in the financial industry, I discovered early on that assisting people with their personal finances was not only an affinity of mine, but also a rewarding endeavor. Joining OakWood has allowed me to deliver the personalized planning and service that clients deserve, which can be difficult to find with larger firms. I look forward to getting to know you, understanding your goals, and providing guidance to keep you informed and empowered about your financial decisions.
What separates OakWood Financial Services from others is the personal connections we share with our clients. Mutual trust is built by listening to what you hope to accomplish and then providing you with the knowledge and guidance needed to feel secure in making the financial decisions to get there. OakWood was founded in 1999 as an independent firm with the overriding principle to prioritize our clients' best interests. Whether you are retired, preparing for retirement, or navigating a significant life change, our advisors offer tailored assistance to address your planning and implementation needs.
General Information |
| Firm Start Year: | 1999 | |
| No. of Employees: | 10-19 | |
| Insurance License#: | 5316347 |
| Name of Broker/Dealer: | Commonwealth Financial Network |
| Name of Custodial Firm: | National Financial Services |
| States Licensed in: | FL, NJ, NY |
| Number of Years with Current Firm: | 2 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability |
Firm Information |
| Firm's Number of Clients: | 758 |
| Firm's Number of Planning Clients: | 10 |
| Firm's Number of Managed Clients: | 748 |
| Advisor's Number of Clients: | 50 |
| Advisor's Number of Managed Clients: | 45 |
| Advisor's Number of Planning Clients: | 5 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $300,000 |
| Compensation Methods: | Flat Fee, Based on Assets |
| Additional Details on Charges: | Our management fee is based on the assets under management or planning needs for each client. |
Education |
| Bachelor of Arts in Business Administration - Finance | State University of New York
- Fredonia, NY 09/08/1998-05/15/2001 |
Financial Services |
| Retirement Planning
Retirement and Income Planning demands a dual-focused strategy that facilitates both wealth accumulation and distribution. Our process entails a comprehensive needs assessment, an in-depth analysis of income sources including projections for social security benefits, evaluations of employer-sponsored plans, anticipated inheritances, personal savings, careful examination of balance sheets, and a review of real estate assets. Following this, we present you with insightful projections and actionable strategic approaches. |
| Tax Advice and Services
Taxation Planning considers financial decisions with the objective of minimizing tax liability. Our investment analysis encompasses income tax considerations, evaluating the effect of taxes, and devising tax-efficient investment strategies. Tax strategies most often employed loss harvesting, determination of cost basis, gift and estate tax, life event taxation, and tax return review for planning opportunities and coordination with CPA. |
| Wealth Management
Wealth Management is the process of defining your financial goals and mapping out a strategy to pursue them. This ongoing process adapts in response to your financial circumstances, changes in your personal situation, shifts in the economic environment, and even evolving legislation. We will outline your objective and time horizon, discuss appropriate investment strategies, and then prepare a plan for funding goals. |
| 401K Rollovers
Former employers' 401K's often stand as vestiges of the career transitions that have become increasingly common in today's professional landscape. Simplicity, control, and investment options can serve as compelling motive to initiate a review of these accounts and consider changes. |
| Investment Advice & Management
Investment Planning is putting together a portfolio that will work towards pursuing your financial goals, all within the confines of your risk tolerance. This is achieved by completing an objective assessment, identifying time horizons, and gauging your appetite for risk. Our customized asset allocation approach includes thorough analysis of investment selections, tax considerations, timeline, implementation, monitoring, and rebalancing. Additional Services provided are market and economic updates, individual stock holdings, and concentrated portfolio analysis. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Commonwealth Financial Network ADV 2A Additional Detailed Disclosures |
Disclaimer |
Greg Schuler may discuss and/or transact business only with residents in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
| The Western New York region and across the country. |
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