Home banner image Strategic Financial Planning To Optimize Your Wealth

Financial Planning
to Help You Live Better

Optimize Income • Reduce Taxes • Invest Prudently

Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the states of Oregon and California. The information on this website is intended only for United States residents, and is for informational use only. It is not intended to be personalized. Prior to any advisory work conducted outside these states, Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.

ABOUT THREE OAKS WEALTH

Your Trusted Advisors For Comprehensive Financial Planning

We help business owners optimize their income, reduce taxes, and invest prudently to gain clarity and confidence with their business & personal finances.

What We Do

Custom Wealth Management

Financial Planning

We’re in the business of helping people reach the best financial destination for them. Our philosophy is to help you explore what you want in your life and career, and then design & execute a financial plan that propels you toward those objectives. Our role is to help you stay on track, make adjustments as your life evolves, and make consistently smart decisions along the way.

Investment Management

Our goal is to deliver the best possible investment outcome. We do this by employing a consistent philosophy based on empirical evidence and academic research. We do not experiment. We do not invest based on conjecture or gut feeling. We build custom portfolios based on your unique needs and financial plan, and can incorporate your personal values, preferences, or existing holdings as necessary.

Retirement Plan Management

401(k) plans, SEP-IRAs, and SIMPLE IRAs are low hanging fruit for business owners when it comes to saving for retirement and deferring taxable income. But retirement plans also come with unique nuances and responsibilities when you offer one. Our team can help you design and operate a retirement plan that fits your business objectives, helps you and your employees save for the future, and provides substantial tax savings.

WHY US?

We're Invested In Your Success

We help you explore what you want out of your life and need from your resources to be happy & content. Then we optimize your resources toward those objectives. Along the way we employ sound tax strategy, position your assets for growth, and manage risk to help align your finances, business, and personal objectives. Our role is to be there every step of the way to help you lead your financial life with confidence.

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Our Approach

Confidence in Advanced Planning

Organize

Get your financial life in order and gain a shared understanding of what success looks like to you.

Optimize

Assess strengths and vulnerabilities & develop a strategy to reach your long term objectives.

Execute

Consistently make smart decisions and avoid pitfalls along your personal path to success.

Enjoy

Live life on your own terms, with the peace of mind that your finances are best positioned for your ideal future.

Get Started

OUR FOCUS

Financial Planning to Help You Live Better

Retirement Planning

Tax Planning

Investment Management

Exit Planning

Technician and a businessman discussion with a laptop

Retirement Planning

Transitioning from away from a career and consistent income into retirement is harrowing for just about everybody. Your lifestyle and cash flow change dramatically and you need to be sure your nest egg is large enough to last you the rest of your life. We can help build a retirement plan that provides stable & consistent income, is flexible when you need it, and works for you in a tax sensitive manner.

Tax Planning

Taxes are a fact of life, but sound planning can help you engineer when and how you're taxed on your assets and income. Our philosophy is to view all components of your financial plan through a tax lens and incorporate annual projections into our annual service calendar. This helps us ensure you know what to expect, when to expect it, and that you’re not paying any more than you need to.

Investment Management

Sound investing should be based on scientific evidence, employed consistently, and applied in a tax conscious manner. Our process is structured to deliver the best possible investment outcomes relative to the needs and circumstances of your career, your business, your family, and your values.

Exit Planning

Successfully exiting a business requires careful forethought and execution. Our process helps you structure an exit that yields maximum value for the organization you’ve worked so hard to build while minimizing taxes due on the transaction. We help you evaluate how much you need from a potential sale to fund your financial goals, how to replace the income and benefits your business currently provides, and transition as smoothly as possible into the next phase of your life.

Complimentary Download

The 5 Step Retirement Income Plan

Retirement transitions are daunting for just about everyone.

Download The 5 Step Retirement Income Plan to learn how to navigate yours with confidence.

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