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.
1-888-653-2347 
support@leadiq.com 
