One of the most challenging aspects of life is change. Yet, change is a daily phenomenon we all are faced with and learn to manage.

Financial transitions, however, are different from routine changes, are less common and are more consequential. They typically involve a passage – moving from one stage in life to another. Transitions require a period of adjustment to new circumstances in life, possibly to a change in wealth, or to a change in marital status. Even the prospect of retirement can be a transition affecting not only money and financial security, but also affecting the daily lives of both parties in a marriage.

Traditional investment management and financial planning provide only the technical solutions. However, neuropsychology explains that the personal and emotional aspects of a financial transition must be addressed before a successful technical solution can be arrived at and achieved. Each financial transition requires personal guidance to ensure that the cloud of emotions – clouding good judgment and decision-making – are minimized and made cogent, so that intelligent choices can be made.

We invite you to explore our process in managing life’s financial transitions as they relate to your own financial life and goals.


Individual Investors 50+


As you achieve the mid-century mark, thoughts inevitably move toward the next stages of life. Silver Oak specializes in the finances of individual investors 50+ who need active guidance and planning. MORE>

Attorneys In Transition


Attorneys have unique challenges in relation to financial planning and wealth management. Silver Oak has an extensive background in law firm practices and knows the complex world of attorneys, law firms and their finances. MORE>

Women In transition


Guiding the financial needs of women is especially important when it involves major life transitions such as divorce, death of a spouse, health and family issues. Silver Oak is the only firm of its kind with a practice specialty solely dedicated to Women in Transition. MORE>