For Business Owners
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.
Independent, Fee Only Fiduciaries
Small Business Experts
Business Financials & Personal Financials Incorporated
What We Do
Custom Services for Business Owners
We're in the business of helping business owners organize and optimize their finances. We do this by employing a consistent process to help you explore what you want from your career & life and need from your resources to be happy & content. After review and analysis we provide observations and recommendations to optimize your resources toward those objectives in a manner suited for yourself, your family, and your values.
To deliver the best possible investment outcome we employ 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 & financial plan, and can incorporate socially responsible or sustainably focused strategies if they’re important to you.
Retirement Plan Management
401(k) plans, SEP-IRAs, and SIMPLE IRAs are low hanging fruit when it comes to saving for retirement and deferring taxable income. But retirement plans have their nuances and unique 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 advantages.
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.
Confidence in Advanced Planning
Get your financial life in order and gain a shared understanding of what success looks like to you.
Assess strengths & vulnerabilities, and develop a strategy to reach your long term objectives.
Consistently make smart decisions and avoid pitfalls along your personal path to success.
Explore your passions, with the peace of mind that your finances are best positioned for your ideal future.
Financial Planning For Business Owners
Cash Flow Optimization
Understanding the cash needs of your business, when and how to pay yourself & take cash out, and how to organize distributions in a tax conscious manner are a few common issues many business owners struggle with. We help you build a framework for when and how to take cash out that supports the needs of all your stakeholders: your employees, your vendors, your family, and yourself.
The Business Owner's Guide to Wealth
Business owners have two sets of finances to manage: their household's and their business's.
Learn how to set both up for success by downloading The Business Owner's Guide to Wealth.
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Financial planning insights, guides, and articles
The Small Business Guide to Cash Management
Four Easy Ways for Business Owners to Save Money on Taxes
The 5 Step Retirement Income Plan
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