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Three Oaks Wealth
Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in Oregon and California. It is an independent, fee-only...
Overview
Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in Oregon and California. It is an independent, fee-only fiduciary firm that provides comprehensive financial planning, investment management, and retirement plan management. The firm helps business owners optimize income, reduce taxes, and invest prudently, with focus areas including retirement planning, tax planning, investment management, and exit planning.
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
Gold River
Corporate office
Minneapolis, MN, United States
Principals
Rick Kent
Founder and CEO
Joe Schneider
President
Sector focus
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