About Silver Oak
Wealth is meant to be enjoyed simply.
Many individuals that begin working with Silver Oak find that their wealth has not only accumulated in monetary terms, but also in complexity. When properly cared for and managed, wealth should enrich life and make it more enjoyable.
”The Appreciation of Wealth” is the commitment that we make to clients. To fulfill this responsibility, Silver Oak has built a firm of talented individuals to create a wealth team that serves you and your family. We invite you to learn more about us at Silver Oak by clicking on the names to the left.
About our Name.
The name Silver Oak denotes both the strength of a deeply rooted hardwood tree and a term symbolic of wealth. It is also inspired by the California winery Silver Oak Cellars located in Napa Valley.
The connection between wine making and both investments and wealth management highlights powerful similarities between both passions.
Our appreciation for the care taken throughout the process of creating a wine – grape selection, cultivation, harvesting, processing, properly decanting and serving – serves as an metaphor for the science and art required to manage the complex world of wealth planning and investments, and the cultivation of the long-term client relationships that we nourish.