Joel Framson CPA - PFS - CFP - Silver Oak Wealth Advisors LLC
Silver Oak, an independent fee-only firm, is recognized by Worth magazine as one of the top 100 Wealth Managers nationally. Services include Private Client Wealth Mgmt, Comprehensive Financial Planning, and Investment Mgmt for high net worth families.
(310)207-4800 (310)943-0398 Fax
10866 Wilshire Blvd Los Angeles, CA 90024-4350 -
MAP
Silver Oak provides comprehensive wealth management services to a select group of affluent families. The firm also has created a niche market for successful attorneys, providing specialized services to help busy lawyers make work optional. Silver Oak has the ability to download the law firm's 401K and Pension Plan portfolios directly into our firm's portfolio management software thereby providing integration of the retirement plan asset allocation with the management of the outside investments. For all clients, our comprehensive services address retirement planning and projections, regular updating of Estate Plan and tax-efficient charitable gifting strategies, periodic reviews of risk management issues such as long-term care, disability or life insurance. Silver Oak has created a team of specialists in these other professional services to help assure that all aspects of protecting and growing our clients' wealth are addressed.
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1. Successful, busy attorneys who do not have the time to manage their portfolios, plan for their retirement, and continue to monitor their estate planning, insurance requirements, mortgage refinancing, and other aspects of managing their wealth.
2. Successful business owners and families with sufficient net worth where Silver Oak's comprehensive wealth management can add value. Our minimum portfolio requirement is $2 Million, although exceptions are made to accomodate families with unique situations. 3.Women experiencing a financial transition due to a divorce or death of a spouse who will benefit from our systematic approach of simplifying the complexities and creating a financial road map toward a secure future.
