Financial life planning and wealth management expertise for couples, women and families in transition.
Welcome to Silver Oak
One of the most certain aspects of life is change. Oftentimes, the change is anticipated and manageable. Sometimes, the change can happen gradually, without our really noticing it for a while. Other times, the change can feel turbulent and overwhelming. But the truth is, when money changes, life changes. When life changes, money changes. The integration is very real.
At Silver Oak Wealth Advisors, we specialize in helping our clients manage change. Through deep professional care, we guide you through change as your thinking-partner, helping you navigate life’s transitions with clarity and confidence. Together, we create an inspiring vision for your next chapter
Our focus at Silver Oak is on financial well-being, personal well-being, and family well-being. If it’s important to you, it’s important to us. This is the heart of what Silver Oak offers.
LINDA CAO
President, MBA, CFP®, CeFT®
LAURA ROBAYO
Lead Wealth Advisor & CCO, MScEng, CFP®, CeFT®
ALYSSA CREWS
Wealth Advisor, MsPFP, CFP®
Where are you in your life right now?
Click the box that feels right to you…
Retirement, Re-imagined
You’ve worked hard. Now, as you achieve the mid-century mark, your thoughts inevitably move toward the next stages of life. Silver Oak can help you reimagine retirement. By providing active guidance and planning in navigating this transition, we can help you create a future that is not only financially secure, but also inspiring, purposeful and fulfilling.
When Two Become One
Making smart financial decisions is especially important for women at the time of major life transitions such as divorce or widowhood. There are unique emotional, mental, and financial challenges to work through when transitioning from being part of a couple to being single. Silver Oak has the empathy and know-how to support and empower women through unchartered territory.
Preparing Family Heirs
As your wealth accumulates, you may begin to see yourself as a family steward with a financial legacy to pass to your heirs. Silver Oak can help you keep your financial house in order and align your wealth transfer plan with your personal values and best intentions while ensuring your heirs have the knowledge and development to thrive in their independent lives.