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.
Wife, two sons, one daughter
Red Hot Chili Peppers
Favorite Ski Runs
Blue Sky Basin (Vail, CO), Upper Traverse (Girdwood, AK)
STANDARDS OF CARE
Our Commitment To You
We believe integrity is everything, and strive to earn trust through strong character and values.
We operate as fiduciaries to all our clients 100% of the time.
Our recommendations & services are based on rigorous & thoughtful analysis of your situation.
We say what we do and do what we say. Period.
We seek to communicate even the most complex strategies in an easy to understand way.
THE THREE OAKS WEALTH DIFFERENCE
Why Choose Us?
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.
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 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
Organize your business & personal finances to support your life’s ambitions
Plan proactively to pay less in tax at the business and household levels
Optimize cash distributions from your business
Align your investments with your short & long term goals
Structure your exit to get the most out of your biggest asset
Create & manage a company retirement plan to benefit you AND your employees
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