Oak Wealth Management I I C

Santa Clara Construction & Engineering is a dedicated firm located in Santa Clara, California, specializing in a range of construction and engineering services. With a commitment to quality and customer satisfaction, they strive to meet the diverse needs of their clients. The company emphasizes clear communication and responsiveness, ensuring that inquiries and estimates are handled efficiently. Their professional team is equipped to tackle various projects, reinforcing their reputation in the local construction industry. Generated from the website

SP Asset Management LLC is a Private Wealth Management firm located in Cupertino, CA, specializing in Portfolio Management, Tax Planning, and Estate Planning tailored for Silicon Valley's tech and entrepreneurial leaders. With a focus on providing financial solutions, the firm assists clients in navigating the complexities of wealth management to secure their legacies and enhance their financial well-being. The firm approaches portfolio management with a Fundamental Investor mindset, emphasizing a balanced asset allocation strategy that protects principal while aiming for long-term purchasing power growth. Additionally, their expertise in tax planning addresses various financial scenarios, ensuring clients are well-prepared for both present and future financial challenges. Generated from the website