Skyoak Financial

At SkyOak Capital, we believe that our clients' performance is our highest priority. Our team of certified financial planners and advisors serve individuals and families across Henderson, Summerlin, Las Vegas, and the entire Southern Nevada region, as well as in Medford, Oregon, and San Francisco and Newport Beach, California. We are committed to providing unbiased, investment advice and protecting your assets by mitigating risk while providing returns.

Private Wealth Management

Our Private Wealth Management division offers comprehensive financial planning, investment management, and financial consultation to high net worth individuals and their families. Our team includes Certified Financial Planner (CFP) professionals, Certified Financial Fiduciary (CFF) professionals, and a Chief Investment Officer. We understand that each client's situation is unique and work closely with them to create a customized financial plan tailored to their goals and needs.

Corporate Services

SkyOak-Corporate Services is dedicated to helping businesses manage their financial risks and create employee benefits packages that attract and retain top talent. Our services include risk mitigation, commercial insurance, and retirement plan advisory services. We believe that a well-designed benefits package is essential for any company looking to succeed in today's competitive market.

Tactical and Alternative Asset Management

Through our relationship with RAAMPS, we offer a unique Tactical and Alternative Asset Management program. This program utilizes a well-documented, high-performing, risk-averse, AI-driven algorithmic signaling program that tactically captures most of a particular stock's upside while limiting the downside capture ratio by going into cash during corrections. This approach has been found to generate alpha while taking less risk.