Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the States of Oregon and California. Prior to any advisory work conducted outside these states, Three Oaks Capital Management, LLC DBA Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.
Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we act as our clients' chief financial officers, helping them reach their financial goals through thoughtful planning and management of their investments.
Three Oaks is a fee-only firm. This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements. In addition, Three Oaks has a legal obligation to act in a fiduciary capacity as a registered investment advisory firm. This means we must do what's in our clients' best interests at all times. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way.
Visit us at www.threeoakswealth.com.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 2377 Gold Meadow Way,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.threeoakswealth.com
Three Oaks Wealth Questions
Three Oaks Wealth's website is http://www.threeoakswealth.com
Three Oaks Wealth's LinkedIn profile is https://www.linkedin.com/company/three-oaks-wealth
Three Oaks Wealth has
3 employees.
View email and phone details for 3
employees at Three Oaks Wealth.
Three Oaks Wealth's industry is
Investment Management
Three Oaks Wealth's top competitors are
Buck Financial Advisors Llc,
The Salvetti Group,
Auric Capital Partners,
Utopia Wealth Management, Llc,
Tor Wealth Advisors,
Capable Aviation Solutions,
Blue Dollar, Llc,
Clocktower Financial Consulting, Llc,
Bull Run Investment Management,
Ieq Capital.
Three Oaks Wealth's categories are Investment Management
Three Oaks Wealth's founding year is 2014
