Blue Oak Private Wealth is a specialized wealth management practice focusing on the needs of corporate employees from various companies within the Dallas/Fort Worth metroplex. Our process helps us consult on investments, incomes, equity compensation, benefits, retirement planning, estate considerations, education funding, and tax planning.
We work as a fiduciary and make impartial recommendations based on your best interests and financial interests without any pressure from the company you work for. We provide you with specific guidance around your stock grants. We also can build a diversified investment strategy that is low-cost, tax-efficient, and fully transparent.
We work as a fiduciary and make impartial recommendations based on your best interests and financial interests without any pressure from the company you work for. We provide you with specific guidance around your stock grants. We also can build a diversified investment strategy that is low-cost, tax-efficient, and fully transparent.
Services
Blue Oak Private Wealth is a specialized wealth management practice focused on financial planning and investment management for employees with equity compensation. Providing comprehensive, "whole balance sheet" advice and guidance as a "Personal CFO" allows you to focus on what really matters.
After analyzing your various stock option awards such as NQSOs, ISOs, Restricted Stock/RSUs, ESPP, we devise criteria for how to manage them in relation to your overall financial life.By using best-in-class research and contemporary investment theory, we can create an investment policy tailored to your needs.
After analyzing your various stock option awards such as NQSOs, ISOs, Restricted Stock/RSUs, ESPP, we devise criteria for how to manage them in relation to your overall financial life.By using best-in-class research and contemporary investment theory, we can create an investment policy tailored to your needs.
Prior to starting Blue Oak Private Wealth in 2019 to focus on financial planning and investment management for people with significant equity compensation, Casey was a general practitioner financial advisor for 6 years at a big firm. He has helped hundreds of clients with a wide array of strategic planning issues in the areas of investing, retirement planning, estate planning, and personal finance.
1. Understand you and what you want to accomplish - We start by learning about you - your financial position, your values, your expectations and your priorities. 2. Review and analyze your financial facts - We conduct an internal review of all of your key documents to get a full scope of your finances.
Our investment philosophy aims to adapt to the market cycle, reaching for growth in favorable conditions and working to protect your investment in challenging ones. Because these portfolios are tactical, we have the flexibility to make adjustments to the portfolio in response to what the markets are doing.
Sustainable investing is investing to make a difference. One of the primary reasons to consider sustainable investing is because it is a force for positive change - it's changing the investing industry, improving companies, and helping our communities. Activating an investment portfolio across the impact opportunity set may help align your portfolio with your primary motivations, linking your money with your values.
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