Silver Oak Insights

Retirement Reimagined

Retirement Reimagined

If asked: “What is the most important consideration for retirement?” What comes to your mind? Most people would answer: “having enough money.” While financial security is necessary, in my last 18 years of experience working with clients, I have found it is...

Empowering Women Changes the World

Empowering Women Changes the World

Gender equality, women, and financial power is something to embrace. The news about Melinda and Bill Gates’ divorce has been in the news headlines. It is shocking and newsworthy given their public profile and the level of assets to split. But the most interesting...

2020 Reflection and New Year Message from Silver Oak

2020 Reflection and New Year Message from Silver Oak

As we look back at all the craziness that has occurred in 2020, my team and I at Silver Oak want you to know how very grateful we are for the warm and affirming relationships we share with you, our clients, colleagues, and friends.  Certainly, this has been a year...

How Risk Tolerant Are You?

How Risk Tolerant Are You?

As the economy is reopening and people return to normal activities, we all face this question; How safe do I need to be? With a surge of new COVID-19 cases in many states, practicing intelligent and informed safety measures has become even more important. Similarly...

Contact Information

10940 Wilshire Blvd.
Suite 975
Los Angeles, CA 90024
310.207.4800

Email: admin@silveroakwa.com