Valley Oak Wealth Management

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2 Ranch Dr
Novato, CA 94945
+1 (415) 898-4439
https://www.valleyoakwealthmanagement.com
Valley Oak Wealth Management is a financial planning firm in Novato, CA that provides a wide range of services to clients of all ages and stages of life. The firm's services include retirement planning, investment management, asset allocation, diversification, risk assessment, portfolio strategies, charitable giving, intergenerational wealth transfers, donor advised funds, education funding, financial planning, college & education, divorce, marriage, business transition, travel, inheritance, and death of a loved one. The firm's experienced and knowledgeable advisors have a deep understanding of the financial challenges facing their clients and are committed to providing them with the best possible advice and guidance.

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Reviews

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4.07 reviews
Jesse K.
8/22/2025

I reached out to Tim Russell and Liesa to discuss future planning and and they instantly got back to me. We met on a few occasions and I really felt like all of my needs were met. I would...

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Catherine R.
8/20/2025

Bad investment advice. Tim Russell advised to invest $100k in "Atel." After 20 years, Atel gave me back $96k. Tim Russel took a commission for his bad advice. Invest your money elsewhere.

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Sharon E.
3/30/2016

I've just switched to Valley Oak from a different investment advisor office at a large company. I love how they pay attention to my total financial picture rather than only to what funds or...

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Evan P.
4/6/2016

I have relied upon Tim and his team since before the were called Valley Oak. A co-worker from ILM suggested that I have them help with my financial planning. Many years later and I feel they have...

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Matt H.
3/19/2014

The group at Valley Oak Wealth Management are so professional and caring. They run one heck of a great shop. It is a true team approach with a knowledgeable team. I have consulted the office for...

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United States›California›Novato›Valley Oak Wealth Management

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