Silver Oak Wealth Advisors Services, LLC

Silver Oak Wealth Advisors Services, LLC is a registered investment adviser founded in 2017 by Shufan (Linda) Cao. The firm specializes in integrated wealth management, financial planning, consulting services, and discretionary investment management. They offer specialized consulting services for individuals experiencing Financial Transitions. Silver Oak's wealth management services encompass financial organization, investment planning, retirement planning, risk management, tax planning, estate planning, and more. The firm emphasizes understanding clients' goals and values to create a systematic path towards financial security. For investment management, Silver Oak charges an annual fee up to 1.25% of assets under management. They may utilize third-party platforms for managing held-away assets and separately managed account programs for implementing investment portfolios. The firm conducts due diligence on providers and continuously monitors client accounts. Silver Oak does not charge performance-based fees and acts with investment discretion based on clients' stated objectives. Clients are encouraged to review financial planning issues and account performance regularly. Silver Oak does not accept proxy authority for voting client securities. The firm does not have any financial commitments impairing its ability to meet client obligations. Clients are provided with account statements directly from the custodian, Charles Schwab & Co., Inc., and are encouraged to review them promptly. Silver Oak does not have any legal or disciplinary events and acts in clients' best interests by providing comprehensive financial services tailored to individual needs.