Blue Oak Capital
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- http://www.blueoak.net Our expertise is simplifying wealth issues such as: portfolio management, capital growth and preservation, retirement transitions, tax, and gifting strategies. Recent projects for clients include: *Diversification strategy of newly created wealth from public offering of founder's shares. *Education about and management and organization of a portfolio for a surviving partner in a relationship where The husband took care of all of the money. *Wealth planning for a transition from senior executive to part time consulting - Can we afford it? *Planning for children's education needs and generational wealth transfer.Blue Oak is a fee-only advisory firm, we do not make money from commissions or selling products. As wealth managers, our task is to build and monitor portfolios using a client's particular objectives as the guiding framework for maintaining an appropriate asset allocation strategy.We serve a limited number of clients by design to ensure client have a personal relationship with a decision-maker.
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Headquarters:3000 Sand Hill Road , Menlo Park, California, United States
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Phone Number: +1 650-251-9595
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Website: https://www.blueoak.net
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Employees:3
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Revenue:$1 - 10M
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Legal Name:Blue Oak Capital
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Blue Oak Capital's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Blue Oak Capital
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Where are Blue Oak Capital's Headquarters?
Blue Oak Capital's Headquarters are in 3000 Sand Hill Road ,Menlo Park,California,United States
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What is Blue Oak Capital's phone number?
Blue Oak Capital's phone number is +1 650-251-9595
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What is Blue Oak Capital's official website?
Blue Oak Capital's official website is https://www.blueoak.net
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What is Blue Oak Capital's Revenue?
Blue Oak Capital's revenue is $1 - 10M
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What is Blue Oak Capital's NAICS code?
Blue Oak Capital's NAICS code is 523930
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How many employees are working in Blue Oak Capital
Blue Oak Capital has 3 employees
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What is Blue Oak Capital's Industry?
Blue Oak Capital is in the industry of Investment Management
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Who is Blue Oak Capital's Partner?
Blue Oak Capital's Partner is Tom Baker