West Oak Capital, LLC

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1028 S Bridgeway Pl Ste 120B
Eagle, ID 83616
+1 (805) 230-8282
http://westoakcap.com

West Oak Capital, LLC is a registered investment advisory firm established in 2003, specializing in personalized wealth management and investment strategies tailored to meet the unique financial goals of each client. With a commitment to attentive service, the firm focuses on constructing disciplined investment programs across equity, balanced, and fixed income portfolios.

Dedicated to placing client interests above all else, West Oak Capital emphasizes the importance of understanding the narrative behind financial numbers. The firm's expertise extends to various areas, including elder care planning, financial goal achievement, and estate planning, ensuring that clients receive comprehensive guidance throughout their financial journey.

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United States›Idaho›Eagle›West Oak Capital, LLC

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