Business Details
Your Trusted Partner for Financial Planning & Investment Management
SkyOak Capital is a woman-owned, independent registered investment advisory firm dedicated to providing unbiased financial guidance. Founded by Jennifer A. Davis, a CERTIFIED FINANCIAL PLANNER with over 30 years of wealth management experience, we operate under a strict fiduciary standard that prioritizes client interests above all else. Our team of specialists in investment management, corporate services, and asset protection collaborates to create customized financial solutions for high-net-worth individuals, families, and businesses. We maintain transparent fee structures and utilize advanced risk-mitigation strategies, including AI-driven asset management through our partnership with RAAMPS.With offices serving Henderson, Las Vegas, and multiple West Coast locations, our employee-owned structure ensures complete independence from external influences. We specialize in comprehensive financial planning, retirement strategy development, and intergenerational wealth transfer while maintaining rigorous compliance with industry regulations. Our proprietary five-step client onboarding process ensures thorough understanding of each client's unique financial landscape before implementing tailored investment strategies.
Services
Investment Management
Financial Planning
Asset Protection
Retirement Planning
Estate Planning
Corporate Services
Risk Management
Wealth Transfer
Insurance Strategies
Tax Planning
Highlights and features
- We operate under strict fiduciary standards with transparent fee structures
- Our team includes specialists with over 30 years of combined industry experience
- We maintain complete independence from external investment influences
- We offer customized financial solutions tailored to individual risk profiles
- Our proprietary AI-driven asset management strategies optimize risk-adjusted returns
Associations and certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
- Certified Financial Fiduciary (CFF)
Services
Investment Management
Our customized investment management services analyze your financial circumstances, income needs, and objectives to create tailored asset allocation strategies. We implement and monitor portfolios using advanced risk-mitigation techniques, including AI-driven algorithms that optimize returns while minimizing downside risk. Clients receive regular performance reviews and strategy adjustments based on changing market conditions or personal circumstances.
Financial Planning
We provide comprehensive financial life planning covering retirement projections, tax strategies, education funding, and estate planning. Our five-step process begins with detailed client interviews to understand your unique situation before developing customized solutions. Services include cash flow analysis, risk management, and Social Security optimization for individuals and families.
Asset Protection
Our asset protection strategies combine insurance-based solutions with legal structures to safeguard wealth against potential risks. We specialize in annuities, life insurance, and statutory protection strategies tailored for high-net-worth individuals and business owners. Services include liability protection, long-term care planning, and business continuation strategies to preserve family wealth across generations.
Corporate Services
We offer specialized corporate services including retirement plan advisory, key person insurance, and business succession planning. Our team helps employers design competitive benefits packages while implementing tax-efficient strategies for business owners. Services include supplemental retirement plans, accounts receivable protection, and executive compensation structuring for companies of all sizes.
Family Office Services
Our family office solutions provide comprehensive wealth management across generations. We coordinate investment management, philanthropic planning, and estate transfer strategies while offering educational programs for next-generation family members. Services include governance structures, wealth transfer planning, and concierge-level financial administration to manage complex family financial needs.
People
Jennifer A. Davis
Founder, CEO
With over 30 years in wealth management, Jennifer established SkyOak Capital as a woman-owned RIA firm. She leads client relationships and investment strategy development while maintaining CFP certification and fiduciary oversight.
Beth Boyd
Chief Operating & Compliance Officer
Beth oversees daily operations and regulatory compliance for SkyOak Capital. She ensures adherence to industry standards while managing client service protocols and internal risk management procedures across all service divisions.
Derek Davis
Director of Investment Strategies
Derek leads investment strategy development and portfolio management. He implements tactical asset allocation approaches using quantitative analysis tools and maintains oversight of the firm's risk assessment frameworks.
Damien Rennie
Wealth Manager
Damien provides personalized wealth management solutions to high-net-worth clients. He specializes in retirement planning, tax-efficient investment strategies, and intergenerational wealth transfer planning for individual and family clients.
Jason Stuhmer
Director of Corporate Services
Jason manages corporate client relationships and develops business advisory solutions. He focuses on retirement plan design, business succession planning, and executive compensation strategies for corporate clients across multiple industries.
Questions
What investment minimums do you require?
We typically require $250,000 minimum for active investment management, though financial planning services have no minimum asset requirement.
Are you legally required to act in my best interest?
Yes, as a registered investment advisor, we operate under strict fiduciary standards that legally require us to prioritize client interests.
What areas do you serve?
We serve clients in Henderson, Las Vegas, and throughout Southern Nevada, plus Medford, Oregon, and California locations including San Francisco and Newport Beach.
What certifications do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS (CFP) and Certified Financial Fiduciaries (CFF) with decades of combined industry experience.
How do you charge for financial planning services?
Our comprehensive financial planning fees range from $1,500 to $5,000, with modular hourly services available at $200-$400 per hour.
What makes SkyOak different from other firms?
We're an independent, employee-owned RIA firm that combines fiduciary responsibility with AI-enhanced investment strategies and specialized corporate services.
Videos