SkyOak Wealth is an independent wealth advisory firm that operates as a multi-family office, serving high-net-worth individuals, families, and business owners. Founded by a team of experienced advisors who transitioned from a major wirehouse, the firm emphasizes a fiduciary commitment to its clients. Their services are holistic, covering financial planning, bespoke investment management, estate and legacy planning, philanthropic strategies, and risk management. The company's mission is to provide personalized, objective financial guidance to help clients achieve their long-term life and financial goals.

Founded in

United States