# Silver Oak Wealth Advisors

Silver Oak Wealth Advisors is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** silveroakwa.com
- **LinkedIn:** https://www.linkedin.com/company/silver-oak-wealth-advisors-llc

## About

Silver Oak Wealth Advisors provides financial life planning and wealth management expertise for couples, women and families in transition. The firm specializes in helping clients manage change as a thinking-partner through life’s transitions. Its focus is on financial well-being, personal well-being, and family well-being.

## People

- Linda Cao — Owner and President, MBA, CFP®, CeFT®
- Laura Robayo — Lead Wealth Advisor & CCO, MScEng, CFP®, CeFT®
- Alyssa Crews — Wealth Advisor, MsPFP, CFP®
- Spencer Price — Financial Analyst
- Thomas Abraham — Operations Specialist

## Questions

### What investment approach does Silver Oak Wealth Advisors use?

Silver Oak constructs diversified portfolios primarily from individual equities, bonds, mutual funds, and ETFs. The asset allocation framework spans domestic and international markets, with allocations adapted to each client's risk tolerance and long-term goals. Portfolios are managed on a discretionary basis, allowing the firm to rebalance and harvest tax losses without seeking client approval for each trade.

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- [Sihl Investment Foundation for Alternative Investments](https://altss.com/profile/sihl-investment-foundation-for-alternative-investments)
- [Silverdale Capital Management](https://altss.com/profile/silverdale-capital-management)

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Last updated: 2026-08-11T15:08:04.536Z

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