West Oak Wealth is a financial planning firm that helps individuals navigate decisions across their financial lives. Led by founder Chip Anderson, the firm describes its role as providing guidance and sharing knowledge through a collaborative planning process. Its services are tailored to clients’ circumstances and include retirement planning, tax strategy, investment planning, charitable giving, insurance, and education planning.

For retirement, West Oak Wealth reviews a client’s current finances, estimates future income needs, and develops a personalized plan. Its tax strategy service focuses on identifying planning opportunities and adapting to changes in tax legislation. Investment planning considers risk tolerance, financial objectives, and time horizon, while charitable giving support helps clients assess philanthropic goals, tax implications, and giving approaches. The firm also helps families plan for insurance needs and education costs.

West Oak Wealth invites prospective clients to schedule a consultation or attend a seminar. The firm is a registered investment adviser offering advisory services in Oklahoma and other jurisdictions where exempt.