Silver Oak Wealth Advisors is a Los Angeles-based financial advisory firm that specializes in providing expertise in financial life planning and wealth management for couples, women, and families going through transitions. With a focus on financial well-being, personal well-being, and family well-being, Silver Oak helps clients navigate major life changes and create a secure and fulfilling future.
Whether it's reimagining retirement, supporting women through major life transitions, or preparing family heirs for wealth transfer, Silver Oak offers active guidance and planning to ensure clients' financial houses are in order and aligned with their personal values and intentions.
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