Broker Check

Golden Oak Wealth Management - Thousand Oaks, CA

950 County Square Drive, Suite 106

Ventura, CA 93003

Call Us: 805-765-4101

Mission Statement

Providing prudent financial stewardship to our clients is the mission of Golden Oak Wealth Management.

We craft plans & portfolios that address the particular needs of each individual client, which is why no two clients have the exact same portfolio. We believe that the normal industry practice of segmenting clients into pre-determined portfolios based solely on an oversimplified risk tolerance questionnaire is both lazy and insufficient. Golden Oak Wealth Management will spend the extra time and ask you the difficult questions that can lead to a better understanding of how you ought to be investing for your goals. We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.