Company

Oakwood Summit

Financial Services Seattle, Washington, United States 6 employees

Employees: 6
Contacts: 4
Emails: 4
Phones: 1

www.oakwoodsummit.com LinkedIn

Oakwood Summit Overview

Headquarters: Seattle, Washington, United States
Website: www.oakwoodsummit.com
Industry: Financial Services
Employees: 6
Founded: 2020
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

pension consulting executive benefits business planning tax reduction retirement planning

About Oakwood Summit

Oakwood Summit specializes in establishing cash balance plans and other defined benefit plan structures. These retirement vehicles are used by high-income business owners to maximize their retirement savings and for maximum tax deductions. These plans are structured to allow for higher contribution limits compared to traditional retirement accounts, making them particularly attractive to individuals seeking to accelerate retirement savings while minimizing current tax liabilities.

Oakwood Summit Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 1; 25.0% coverage

Oakwood Summit Org Chart

Sample employees and titles

Name	Title	Location	Contact
Joel Poelhuis	Independent Consultant	Greater Chicago Area, United States	Email
Jennifer Wild	Project Management Consultant - Driving	Greater Chicago Area, United States	Email
Larry Blades	A Firm Focused on Tax Reduction	Albuquerque-santa Fe Metropolitan Area, United States	Email Phone
Alexis Ewald	Project Manager and Operations	Covington, Kentucky, United States	Email