Opes Advisors Inc

Blue Oak Capital is a fee-only investment advisory firm based in Palo Alto, CA, that has been assisting clients since 1999 in achieving their financial goals through the preservation and growth of wealth. With a commitment to personalized service, the firm maintains a limited client base, allowing for informed and enduring relationships. Led by Thomas A. Baker and Matthew B. Kenaston, Blue Oak Capital offers a comprehensive approach to wealth management, emphasizing the art of financial planning and investment strategies tailored to individual needs. Their dedication to client success is evident in their philosophy, process, and reporting, ensuring a transparent and trustworthy partnership.Generated from the website

SpecialtiesJust as wealth management is a continuum over your life; your wealth plan should evolve to meet the changes of your personal circumstances. That's why part of our job is to provide you with the answers you need to make sound decisions for you and your family when those changes occur. We also provide you with a range of options and opportunities so those decisions are the best decisions. We offer: Options for asset/net worth growth and protection Comprehensive planning Disciplined execution of strategies Options to manage tax liabilities Tools to understand the most complex financial matters Freedom from complicated reporting and record keeping Vista Wealth Management provides financial planning to chart the course to our client's goals as well as the investment management to get them where they want to be.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do.