ATTITUDES ABOUT WEALTH ARE AS DEEPLY PERSONAL AS TASTE IN FASHION, MUSIC, OR ART. KNOWING HOW TO INTERPRET AND MANAGE THAT WEALTH IS AN ART IN ITSELF. BLUE OAK DESIGNS AND BUILDS WEALTH MANAGEMENT SOLUTIONS BY ARTFULLY BLENDING PROVEN INVESTMENT MANAGEMENT WITH AN UNDERSTANDING OF THE UNIQUE CIRCUMSTANCES OF OUR CLIENTS.
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Founded in 1999, Blue Oak Capital is a fee-only investment advisory firm dedicated to helping clients achieve their personal financial objectives through the preservation and growth of wealth. By design, the firm serves only a limited number of clients, fostering informed and lasting relationships. Learn more »
Tom Baker, Thomas Baker, Blue Oak Investor, Blue Oak Advisor Loren Walden, Blue Oak Investor, Blue Oak Advisor, Palo Alto Matt Kenaston, Blue Oak Investment, Blue Oak Advisor Investment Management Palo Alto, Family Office Palo Alto, Financial Advisor Palo Alto, Financial Advisor Palo Alto, Investment Advisor Palo Alto
Thomas A. Baker Loren W. Walden Matthew B. Kenaston