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About Three Oaks Wealth

Grant Bledsoe, CFA, CFP®

Founder, Senior Financial Planner

Grant began his career in the financial services industry in 2007.  Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc.  Beforehand, Grant held positions at both Smith Barney and American Express.

Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News.  He holds an MBA and a B.S. in Applied Economics from Ithaca College, along with the following professional designations:

  • CFA Charterholder (CFA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Exit Planning Advisor (CEPA)

In his free time Grant loves being outside. During the winter you can find him scouring snow reports and planning his next ski trip. In the summers he enjoys chasing around his three kids, coaching little league baseball, and tragically following the Seattle Mariners.

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Family

Wife, two sons, one daughter

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Favorite Beer

Anchor Steam

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Favorite
Band

Red Hot Chili Peppers

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Favorite Ski Runs

Blue Sky Basin (Vail, CO), Upper Traverse (Girdwood, AK)

STANDARDS OF CARE

Our Commitment To You

Three Oaks Wealth Who We Are
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Integrity

We believe integrity is everything, and strive to earn trust through strong character and values.

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Fiduciary

We operate as fiduciaries to all our clients 100% of the time.

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Diligence

Our recommendations & services are based on rigorous & thoughtful analysis of your situation.

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Communication

We say what we do and do what we say. Period.

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Simplicity

We seek to communicate even the most complex strategies in an easy to understand way.

THE THREE OAKS WEALTH DIFFERENCE

Why Choose Us?

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We’re Small Business Experts

We have a passion for entrepreneurship, and specific expertise working with small business owners.  From technical knowledge of retirement plans to understanding the roller coaster you face on a daily basis, we’re there to help you squeeze the most from your resources & optimize your biggest asset.

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We’re Independent

We’re structured as an independent advisory firm, free from one-size-fits all advice and sales quotas.  We work as fiduciaries to all our clients 100% of the time, and are not incentivized to push specific products or ideas.  This gives us an open canvas to work with when organizing & optimizing your finances.

We’re Tax Forward

We’re Tax Forward

We don’t prepare tax returns, but do focus heavily on tax planning.  If there’s an opportunity to plan proactively and pay less in taxes we’ll bring it to your attention.  And coordinate with your tax professional if needed.

A STRATEGIC PARTNER

How We Can Help You

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Organize your business & personal finances to support your life’s ambitions

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Plan proactively to pay less in tax at the business and household levels

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Optimize cash distributions from your business

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Align your investments with your short & long term goals

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Structure your exit to get the most out of your biggest asset

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Create & manage a company retirement plan to benefit you AND your employees

Get Organized

Schedule a call now to learn how you can optimize your finances.

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