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.

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 individuals 50+, providing active guidance and planning in navigating this transition and formulating a secure and fulfilling future. MORE>

Attorneys In Transition


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

Women In transition


Guiding and empowering women with smart financial decision-making and with managing their personal finances is especially important at the time of a major life transition. Divorce, death of a spouse, health and family issues are prominent examples. Silver Oak is the only firm of its kind with a practice specialty solely dedicated to Women In Transition.  MORE>