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Financial Planning
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.

What We Do

Custom Services for Business Owners

Financial Planning

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.

Investment Management

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.

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

Execute

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

Enjoy

Explore your passions, with the peace of mind that your finances are best positioned for your ideal future.

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OUR FOCUS

Financial Planning For Business Owners

Cash Flow Optimization

Tax Strategy

Investment Management

Exit Planning

Technician and a businessman discussion with a laptop

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.

Tax Strategy

Business owners have an opportunity to engineer their income and assets in ways that will reduce their lifetime tax burdens. Using strategies like pass through entity elections, qualified business income optimization, and strategic Roth IRA conversions, we employ sound tax strategy to help you ensure 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 yourself.

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 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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