Gold River, CA Office
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Three Oaks Wealth
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About
Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, providing comprehensive financial planning, discretionary investment management, and retirement plan/pension consulting. The firm manages roughly $100 million in discretionary assets with a small advisory team and offers both bespoke portfolios and plan-level services.
The firm’s investment process applies modern portfolio theory with a top‑down strategic asset allocation supplemented by bottom‑up security and fund selection, using ETFs, mutual funds, individual securities and, when appropriate, alternatives or options to build diversified portfolios. Clients receive customized asset allocations, regular account reviews, and the firm commonly acts with discretionary authority to implement changes consistent with each client’s risk profile and financial plan.
Three Oaks is affiliated with a separate tax-preparation entity (Three Oaks Tax, Inc.), and representatives may provide or refer tax-preparation services while disclosing that clients are not required to use that firm; that affiliation and the ability to waive tax-preparation fees are less common among peers. The firm also offers educational seminars and speaking engagements for groups on general financial topics and has recently registered with the SEC; its advisors hold advanced professional credentials (CFA, CFP, Enrolled Agent, AIF) and provide fiduciary retirement-plan services including 3(21) and 3(38) roles.
Based on Three Oaks Wealth
Expertise
Based on Three Oaks Wealth
Location
2377 Gold Meadow Way, Suite 220
Gold River CA 95670
Advisors at this office
2
Advisors at this office
Bethany E
Series 65
Gold River, CA
Three Oaks Wealth
Bethany Ely is a Series 65-licensed financial advisor with three years of industry experience, currently with Three Oaks Wealth in Gold River, CA. Her prior roles include positions at Trinity Wealth Advisors with Ameriprise and Twin Rivers Wealth Management. Outside of advisory work, she has experience in real estate and education through her time with Witham Real Estate and the Sacramento County Office of Education. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a modern portfolio theory approach combined with strategic asset allocation and security selection to create diversified portfolios tailored to client risk profiles.
Grant B
CFP®, CFA®, Series 63
Gold River, CA
Three Oaks Wealth
Grant Bledsoe is a CFP® and CFA® with 12 years of industry experience, currently serving as an advisor at Three Oaks Wealth in Gold River, CA. He has been involved with Three Oaks Capital Management since 2014 and founded Three Oaks Business Consulting in 2020. In addition to his advisory work, Grant launched Three Oaks Tax in 2024, providing tax preparation and consulting services. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and discretionary investment management. The firm employs a modern portfolio theory-based approach, combining top-down strategic asset allocation with bottom-up security selection to build diversified portfolios tailored to clients’ risk profiles.
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