West Oak Wealth

02/02/2026

We had a great time last Thursday at the Stafford Air & Space Museum for our Charting the Future seminar. Thank you to everyone who came out to learn practical ideas for retirement income, tax planning, and legacy. Thanks to Sawatzky Catering/ Swatty Crew BBQ for the meal and Ray Simmons for the tour of the museum! The museum is an incredible community resource and we loved hosting there.

01/23/2026

We are less than a week out! Last day to RSVP is Monday the 26th!

We would love to have you at the Stafford Air & Space Museum on Thursday, January 29 at 6:30 p.m. Learn practical steps for retirement planning, legacy planning, and tips on saving taxes. Free museum access and dinner.

Save your seat: www.westoakwealth.com

This is an educational event. No personalized recommendations will be made.

We serve as your personal financial guide, providing retirement, tax strategy, investments, charitable giving, insurance and education planning services. Schedule a consultation today.

01/21/2026

01/19/2026

How do people think about retirement, legacy, and taxes in a changing world?

Join us on Thursday, January 29, 2026 at 6:30 p.m. at the Stafford Air & Space Museum for an educational seminar examining common planning frameworks and financial concepts used across generations.

Complimentary dinner and museum access included.

Reserve your seat:
https://www.westoakwealth.com/

This is an educational event. No personalized recommendations will be made.

01/19/2026

RSVP with the link to let us know you are coming!
https://forms.office.com/r/fXWS6maw1Y

West Oak Wealth will host an educational session titled “Charting the Future: Retirement & Financial Planning” on Thursday, Jan. 29, 2026, at the Stafford Air & Space Museum!

For more information or to reserve a spot, contact West Oak Wealth at (580) 302-6700, email [email protected], send a message through their page, or visit https://forms.office.com/r/fXWS6maw1Y

01/16/2026

How do people think about retirement, legacy, and taxes in a changing world?

Join us on Thursday, January 29, 2026 at 6:30 p.m. at the Stafford Air & Space Museum for an educational seminar examining common planning frameworks and financial concepts used across generations.

Complimentary dinner and museum access included.

Reserve your seat:
https://forms.office.com/r/fXWS6maw1Y

This is an educational event. No personalized recommendations will be made.

01/13/2026

Plan the year with confidence at our Charting the Future seminar on Thursday, January 29, 2026 at 6:30 p.m. We’ll share clear frameworks for retirement and legacy planning, plus timely tax ideas. Save your spot, complimentary dinner and museum access: https://forms.office.com/r/fXWS6maw1Y

10/16/2025

We’re so grateful for the support from all who came out this afternoon. Excited to keep serving our community and helping families reach their financial goals!

West Oak Wealth celebrates their ribbon cutting Thursday afternoon! 🎉

Father-and-son financial advisors Chip and Chase Anderson are excited to offer financial guidance of all aspects to the Weatherford community.

09/22/2025

West Oak Wealth has grown! In July, my son Chase Anderson joined the firm, and he recently passed his licensing exam to become a registered financial advisor.

Chase earned his finance degree from Abilene Christian University and spent the past four years as a Senior Financial Analyst in the Treasury Department at MidFirst Bank in Oklahoma City. He and his wife, Annika, who he met in college are proud parents of two daughters, ages three and eight months.

Bringing Chase on board allows us to serve more families and deepen our expertise in financial planning and wealth management.

Please feel free to reach out to him directly at [email protected] or (580) 302-5797.