Financial life planning and wealth management expertise for couples, women and families in transition. Vedic myth says the conch appeared from the water after the great churning of the ocean. Perhaps that is why it is so beautiful - the polishing that occurred while in the water gave it the distinct characteristics we see and appreciate once the churning stops.
At Silver Oak Wealth Advisors, we specialize in helping our clients manage - and even appreciate - change. Through challenges and transitions, we have the opportunity to remember who we really are and create an inspiring vision for our next chapter. Our focus at Silver Oak is on financial well-being, personal well-being, and family well-being.
At Silver Oak Wealth Advisors, we specialize in helping our clients manage - and even appreciate - change. Through challenges and transitions, we have the opportunity to remember who we really are and create an inspiring vision for our next chapter. Our focus at Silver Oak is on financial well-being, personal well-being, and family well-being.
Services
Established in 2005, Silver Oak seeks to understand each client's goals and underlying values pertaining to money; then we create a systematic path toward achieving those goals. We delve into and continue to monitor the key components required to maintain your financial well-being.
As we provide holistic guidance and become a part of our client's financial lives, we find that, over time, we become more than "just" wealth managers - we become thinking partners and life coaches.Our team has extensive experience providing planning and advisory services. We work as fiduciaries, putting our clients' needs first, treating their assets as if they were our own.
As we provide holistic guidance and become a part of our client's financial lives, we find that, over time, we become more than "just" wealth managers - we become thinking partners and life coaches.Our team has extensive experience providing planning and advisory services. We work as fiduciaries, putting our clients' needs first, treating their assets as if they were our own.
You've worked hard. Now, as you achieve the mid-century mark, your thoughts inevitably move toward the next stages of life. Silver Oak can help you reimagine retirement. By providing active guidance and planning in navigating this transition, we can help you create a future that is not only financially secure, but also inspiring, purposeful and fulfilling.
You've worked hard. Now, as you achieve the mid-century mark, your thoughts inevitably move toward the next stages of life. Silver Oak can help you reimagine retirement. By providing active guidance and planning in navigating this transition, we can help you create a future that is not only financially secure, but also vibrant, fun and purposeful.
Making smart financial decisions is especially important for women at the time of major life transitions, such as divorce or widowhood. There are many challenges to work through when transitioning from being part of a couple to being single. Silver Oak has the empathy and know-how to support and empower women through unchartered territory.
As life evolves and your wealth accumulates, you may begin to see yourself as a family steward with a legacy to pass to your heirs. Silver Oak can help you keep your financial house in order and align your wealth transfer plan with your personal values and best intentions while ensuring your heirs have the knowledge and development to preserve the family legacy and thrive in their independent lives.
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