Blue Oak Capital, LLC

Investment ManagementCalifornia, United States2-10 Employees

http://www.blueoak.net 

Our expertise is simplifying wealth issues such as: portfolio management, capital growth and preservation, retirement transitions, tax, and gifting strategies. 

Recent projects for clients include:  

*Diversification strategy of newly created wealth from public offering of founder's shares. 

*Education about, and management and organization of a portfolio for a surviving partner in a relationship where "my spouse took care of all of the money." 

*Wealth planning for a transition from senior executive to part time consulting - "Can we afford it?" 

*Planning for children's education needs and generational wealth transfer.

Blue Oak is a fee-only advisory firm, we do not make money from commissions or selling products.  As wealth managers, our task is to build and monitor portfolios using a client's particular objectives as the guiding framework for maintaining an appropriate asset allocation strategy.

We serve a limited number of clients, by design, to ensure each client has a personal relationship with a decision-maker.

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