SkyOak Capital, Inc. and its' Financial Advisors serve Henderson, Summerlin, Las Vegas and the entire Southern Nevada Region, as well as Medford, Oregon and San Francisco & Newport Beach, California. A CFP professional shall at all times place the interest of the client ahead of his or her own.
The SkyOak Capital division provides investment management, comprehensive financial planning, and financial consultation to its clients through our: Certified Financial Planner (CFP ), Certified Financial Fiduciary (CFF ), a financial advisor, and/or our Chief Investment Officer.SkyOak-Corporate Services group is your one-stop-shop for risk mitigation, commercial insurance, and Retirement plan advisory services.
The SkyOak Capital division provides investment management, comprehensive financial planning, and financial consultation to its clients through our: Certified Financial Planner (CFP ), Certified Financial Fiduciary (CFF ), a financial advisor, and/or our Chief Investment Officer.SkyOak-Corporate Services group is your one-stop-shop for risk mitigation, commercial insurance, and Retirement plan advisory services.
Services
SkyOak, in Las Vegas, is about helping people manage their assets so they can make a difference and touch other people's lives. We are independent, employee-owned, and unaffiliated with any parent company.
Further, our CERTIFIED FINANCIAL PLANNER (CFP) and financial advisors help provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting.SkyOak is a woman-owned, independent registered investment advisor or RIA.
Further, our CERTIFIED FINANCIAL PLANNER (CFP) and financial advisors help provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting.SkyOak is a woman-owned, independent registered investment advisor or RIA.
Our team in the SkyOak Financial Planning Group helps people with financial life planning that includes:. Our recommendation meeting delivers the planning proposals in a written, easy-to-follow format with transparent recommendations and action steps. Our basic comprehensive fee is $1,500 to $5,000.
At the heart of any family office is investment management and financial oversight, but as your family office we can provide a number of other services, ranging from training and education to ensuring that best practice is followed in family governance. Typically, this will be the main reason for setting up a family office, as it is central to ensuring wealth preservation.
SkyOak Asset Protection Group assists high net worth individuals, business owners, highly compensated individuals, and families with sophisticated and innovated insurance-based strategies that compliment traditional investment platforms. Protection against the exponentially increasing costs of assisted care due to injury, sickness, age or incapacity.
SkyOak offers services to IRA account holders who need assistance and /or expertise in facilitating non-traditional investment transactions such as purchasing investment real estate, securing loans such as trust deeds or personal loans, and/ or investing in a non-publicly traded stock or closely held companies.
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Javie O.
Mar 18, 2021
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