A complete list of active advisors currently associated with Silver Oak Wealth Advisors Services, LLC
Warmer can help you find a great advisor at Silver Oak Wealth Advisors Services, LLC or one who fits your needs even better.
Silver Oak serves individuals, high‑net‑worth families, trusts, charitable organizations and businesses with integrated wealth management, financial planning, discretionary investment management, and consulting. The firm includes specialized services for clients undergoing significant financial transitions in its service offering. Silver Oak employs a consultative “Family CFO” process to develop written investment policy statements and tailored wealth plans, combining passive and active strategies with periodic tactical adjustments and regular rebalancing. Portfolios are implemented through a mix of directly managed assets, separately managed account programs, and held‑away workplace accounts, and the firm uses third‑party investment consultants and paraplanning support for monitoring and operational tasks. The firm is notable for its formal affiliation with the Financial Transitionist Institute and an emphasis on the behavioral and psychological dimensions of life‑changing financial events, including a structured “transition Flow” approach. It also manages held‑away retirement and education accounts via a third‑party platform (Pontera) under discretionary authority and routinely incorporates SMAs and outside managers as part of multi‑custodian solutions.
To learn more about the advisors currently working at Silver Oak Wealth Advisors Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 16
| |
Hamden, CT
| 2
| |
Los Angeles, CA
| 5
|
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