Three Oaks Wealth - Gold River, California

For individuals and families seeking comprehensive financial planning and investment guidance, Three Oaks Wealth presents a compelling option. Located at Address: 2377 Gold Meadow Way #100, Gold River, CA 95670, United States, and easily accessible at Phone: 9163184849, Three Oaks Wealth offers a personalized approach to managing assets and achieving long-term financial goals. Their website, Website: threeoakswealth.com, serves as a valuable resource for prospective clients, providing detailed information about their services and team.

About Three Oaks Wealth

Three Oaks Wealth is a distinguished firm specializing in financial planning, financial consulting, and providing tailored investment services. They distinguish themselves through a commitment to building strong, trusting relationships with their clients. The firm’s philosophy centers on understanding each client’s unique circumstances, risk tolerance, and aspirations to craft a bespoke financial strategy. They operate with a holistic approach, considering not just investments, but also retirement planning, estate planning, tax optimization, and insurance needs. The team at Three Oaks Wealth possesses a deep understanding of the complexities of the financial landscape, allowing them to navigate market fluctuations and provide sound advice to their clients.

Key Features and Services

• Personalized Financial Plans: Three Oaks Wealth doesn’t offer cookie-cutter solutions. Instead, they diligently work with clients to develop customized financial plans designed to meet their specific needs.
• Investment Management: Their investment services encompass a wide range of options, including portfolio construction, asset allocation, and ongoing monitoring. They leverage a diverse range of investment vehicles to optimize returns while managing risk effectively.
• Retirement Planning: Helping clients plan for a comfortable retirement is a core focus. They analyze current savings, projected expenses, and desired lifestyle to develop realistic retirement income strategies.
• Estate Planning Consultation: Recognizing the importance of legacy planning, Three Oaks Wealth offers guidance on estate planning strategies, ensuring assets are distributed according to clients’ wishes.
• Tax Optimization Strategies: They assist clients in identifying and implementing tax-efficient investment strategies, minimizing their tax liabilities.

Location and Accessibility

The firm’s physical location at Address: 2377 Gold Meadow Way #100, Gold River, CA 95670, United States is strategically situated for convenient access. Furthermore, Three Oaks Wealth demonstrates a strong commitment to inclusivity and accessibility. The office boasts Wheelchair-accessible car park and a Wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the facility. Additionally, a Wheelchair-accessible toilet is available on-site. Clients are encouraged to Appointments recommended to guarantee dedicated attention and personalized service. The office also provides basic Toilet facilities.

Client Feedback and Reputation

Based on publicly available information, Three Oaks Wealth has garnered positive feedback from its clients. Currently, the company has 2 reviews on Google My Business, all of which have received a Average opinion: 5/5 rating. This overwhelmingly positive feedback reflects the firm's dedication to client satisfaction and its commitment to delivering exceptional service. Clients consistently praise the team’s expertise, responsiveness, and ability to provide clear, understandable financial advice. The strong reputation underscores the firm’s credibility and trustworthiness within the financial community. Further details regarding client testimonials and specific feedback can be found on their Website.

Contact Information and Resources

For those interested in learning more about Three Oaks Wealth, the following information is readily available:

• Phone: 9163184849
• Website: threeoakswealth.com
• Address: 2377 Gold Meadow Way #100, Gold River, CA 95670, United States

Three Oaks Wealth strives to be a reliable partner in helping clients achieve their financial aspirations. Their focus on personalized service, combined with their expertise in financial planning and investment management, positions them as a valuable resource for individuals and families seeking sound financial guidance. The firm’s commitment to accessibility and a client-centric approach further enhances its appeal. We encourage potential clients to explore their website and connect with the team to discuss their specific needs and goals.

In conclusion, Three Oaks Wealth offers a comprehensive suite of financial services delivered with a dedication to client well-being and financial success.

👍 Reviews of Three Oaks Wealth

ken C.

5/5

I’ve been working with Grant and the team at Three Oaks Wealth Management for almost a year, and I couldn’t be more impressed. I came to them during a career transition filled with uncertainties, and they immediately took the time to understand my unique goals and aspirations. Grant and his team have been incredibly professional and accommodating, helping me explore various career and business paths without ever pushing an agenda or products. Their focus is on sound financial strategies that support my well-being. If you’re looking for a team that truly listens, puts your best interests first, and maintains the highest standards of professionalism, I highly recommend Three Oaks.

Jeff K.

5/5

I've had the pleasure of working with Grant and his team for the past 6 years, and this review is about 6 years overdue. I initially found Grant through White coat investors. I was specifically looking for an advisor who would handle things a fiduciary, someone who has to give the best advice to their clients and handle their assets for the client's benefit and not their own. This is important to me, and Grant has been a professional through and through.

His sound advice has benefited my family and I, and if you're looking for someone who can guide you through the different aspects of life and financial planning in a way that's understandable, I'm sure you'll be happy with your decision to engage his services. We plan with the long term in mind, also mitigating risk for our family. My only regret is not seeking someone out sooner.

His team Bethany and Mehgan have been a pleasure to meet with. They are fantastic at following up with communication considering our busy schedule. I've found that their regular communication has been vital in keeping me on track.

I haven't been compensated for this review, I'm just glad that I have someone who has my best interests in mind. If you've reached this part of my review, it's time for you to click on the call button.