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About Three Oaks Wealth

Grant Bledsoe, CFA, CFP®

Founder, Senior Financial Planner

Grant began his career in the financial services industry in 2007.  Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc.  Beforehand, Grant held positions at both Smith Barney and American Express.  He holds an MBA and a B.S. in Applied Economics from Ithaca College, along with the following professional designations:

  • CFA Charterholder (CFA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Exit Planning Advisor (CEPA)

In his free time Grant loves being outside. During the winter you can find him scouring snow reports and planning his next ski trip. In the summers he enjoys chasing around his three kids, coaching little league baseball, and tragically following the Seattle Mariners.

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Family

Wife, two sons, one daughter

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Favorite Beer

Anchor Steam

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Favorite
Band

Red Hot Chili Peppers

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Favorite Ski Runs

Blue Sky Basin (Vail, CO), Upper Traverse (Girdwood, AK)

STANDARDS OF CARE

Our Commitment To You

Three Oaks Wealth Who We Are
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Integrity

We believe integrity is everything, and strive to earn trust through strong character and values.

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Fiduciary

We operate as fiduciaries to all our clients 100% of the time.

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Diligence

Our recommendations & services are based on rigorous & thoughtful analysis of your situation.

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Communication

We say what we do and do what we say. Period.

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Simplicity

We seek to communicate even the most complex strategies in an easy to understand way.

THE THREE OAKS WEALTH DIFFERENCE

Why Choose Us?

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We’re Independent

We’re structured as an independent advisory firm, free from one-size-fits all advice and sales quotas.  We work as fiduciaries to all our clients 100% of the time, and are not incentivized to push specific products or ideas.  This gives us an open canvas to work with when organizing & optimizing your finances.

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We're Proactive

We have a robust and consistent service model that helps us keep you on target and ahead of the game financially. We prefer to collaborate with our clients' attorneys and tax professionals, and reach out proactively throughout the year to ensure your vision of success is shared by your entire professional team.

We’re Tax Forward

We’re Tax Forward

Everything we do at Three Oaks Wealth is viewed through a tax lens.  If there’s an opportunity to plan proactively and pay less in tax we’ll bring it to your attention.  We can also coordinate with your tax professional and/or file your return if you need help*.

A STRATEGIC PARTNER

How We Can Help You

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Organize your finances to support a secure and fulfilling retirement

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Create a financial & retirement income plan that works for you & your family

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Plan proactively to pay less in tax

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Align your investments with your short & long term goals

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Structure your business exit to get the most out of your biggest asset

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Create & manage a company retirement plan to benefit you AND your employees

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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