Financial Planning
to Help You Live Better
Optimize Income • Reduce Taxes • Invest Prudently
Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the states of Oregon and California. The information on this website is intended only for United States residents, and is for informational use only. It is not intended to be personalized. Prior to any advisory work conducted outside these states, Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.
ABOUT THREE OAKS WEALTH
Your Trusted Advisors For Comprehensive Financial Planning
We help business owners optimize their income, reduce taxes, and invest prudently to gain clarity and confidence with their business & personal finances.
Independent, Fee Only Fiduciaries
Retirement & small business experts
Proactive financial, tax & investment management
What We Do
Custom Wealth Management
WHY US?
We're Invested In Your Success
We help you explore what you want out of your life and need from your resources to be happy & content. Then we optimize your resources toward those objectives. Along the way we employ sound tax strategy, position your assets for growth, and manage risk to help align your finances, business, and personal objectives. Our role is to be there every step of the way to help you lead your financial life with confidence.
Our Approach
Confidence in Advanced Planning
Organize
Get your financial life in order and gain a shared understanding of what success looks like to you.
Optimize
Assess strengths and vulnerabilities & develop a strategy to reach your long term objectives.
Execute
Consistently make smart decisions and avoid pitfalls along your personal path to success.
Enjoy
Live life on your own terms, with the peace of mind that your finances are best positioned for your ideal future.
OUR FOCUS
Financial Planning to Help You Live Better
Retirement Planning
Transitioning from away from a career and consistent income into retirement is harrowing for just about everybody. Your lifestyle and cash flow change dramatically and you need to be sure your nest egg is large enough to last you the rest of your life. We can help build a retirement plan that provides stable & consistent income, is flexible when you need it, and works for you in a tax sensitive manner.
Tax Planning
Taxes are a fact of life, but sound planning can help you engineer when and how you're taxed on your assets and income. Our philosophy is to view all components of your financial plan through a tax lens and incorporate annual projections into our annual service calendar. This helps us ensure you know what to expect, when to expect it, and that you’re not paying any more than you need to.
Investment Management
Sound investing should be based on scientific evidence, employed consistently, and applied in a tax conscious manner. Our process is structured to deliver the best possible investment outcomes relative to the needs and circumstances of your career, your business, your family, and your values.
Exit Planning
Successfully exiting a business requires careful forethought and execution. Our process helps you structure an exit that yields maximum value for the organization you’ve worked so hard to build while minimizing taxes due on the transaction. We help you evaluate how much you need from a potential sale to fund your financial goals, how to replace the income and benefits your business currently provides, and transition as smoothly as possible into the next phase of your life.
Complimentary Download
The 5 Step Retirement Income Plan
Retirement transitions are daunting for just about everyone.
Download The 5 Step Retirement Income Plan to learn how to navigate yours with confidence.
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