|
|
|
|
|
|
About SkyOak Wealth Management, Inc. |
We do what we love. We do what is right. The client will always come first.
SkyOak is about helping people manage their assets so they can make a difference and touch
other
people's lives. We are independent, employee-owned, and unaffiliated with any parent company.
We
provide consultative investment and wealth management services for high net worth individuals
and
their families in addition to a retirement plan and institutional consulting.
SkyOak is a woman-owned independent registered investment advisor or RIA. Founded and led by
Jennifer A. Davis, a Certified Financial Planner (CFP®) with over 20 years' experience within
the wealth management industry. SkyOak is broken into several divisions. Each division is run
by
a specialist who focuses solely on their area of expertise but all divisions, as well as our 10
licensed financial advisors and numerous support staff, work as a team to provide you with a
customized financial plan and solutions to achieve your goals.
As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients.
Further, your interest must come first. Our independence and adherence to the fiduciary
standard
allow us to provide unbiased, conflict-free investment advice.
Our primary focus is about protecting your assets by mitigating risk while providing returns to
allow you to retire comfortably and pursue your passions. |
|
| |
|
|
General Information |
| Years of Experience in Financial Services: |
23
|
|
| Number of Years with Current Firm: |
3
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
| |
|
|
