Blue Oak Capital

At Blue Oak Capital, we are dedicated to providing exceptional wealth management services to a select group of individuals, families, and trusts in the Bay Area. Founded in 1999, our fee-only investment advisory firm is committed to helping clients achieve their personal financial objectives through the preservation and growth of wealth.

Our approach is centered around building informed and lasting relationships with our clients, which is why we deliberately limit the number of clients we serve. This allows us to provide personalized attention and exceptional service to each and every one of our clients.

Our Philosophy

We believe that wealth management is more than just generating returns on investments. It's about providing peace of mind and achieving our clients' unique visions of the future. That's why we're committed to transparency, clarity, and liquidity in our investment philosophy. We believe that our clients deserve to understand how their wealth is being managed, and have access to their money when they need it.

Our Process

Our process is designed to simplify complex financial issues and provide our clients with a clear roadmap for achieving their goals. We start by understanding our clients' unique objectives and aspirations, and then develop a personalized portfolio that aligns with their goals and timelines. Our expertise lies in providing comprehensive financial planning, investment management, and wealth preservation strategies that are tailored to each client's needs.

Our Services

As a full-service wealth management firm, we offer a range of services to our clients, including:

• Investment Management: We provide expert portfolio management services, including asset allocation, investment selection, and ongoing monitoring and rebalancing.
• Financial Planning: We offer comprehensive financial planning services, including retirement planning, tax minimization strategies, and estate planning.
• Wealth Preservation: We help our clients preserve their wealth through strategies such as tax-efficient investing, diversification, and risk management.
• Reporting and Fee Schedule: We provide regular reporting and transparency on our fees, so our clients always know what they're paying for.