Blue Oak Capital

http://www.blueoak.net our expertise is simplifying wealth issues such as: portfolio management, capital growth and preservation, retirement transitions, tax, and gifting strategies. recent projects for clients include: *diversification strategy of newly created wealth from public offering of founder's shares. *education about and management and organization of a portfolio for a surviving partner in a relationship where "the husband took care of all of the money." *wealth planning for a transition from senior executive to part time consulting - "can we afford it?" *planning for children's education needs and generational wealth transfer. blue oak is a fee-only advisory firm, we do not make money from commissions or selling products. as wealth managers, our task is to build and monitor portfolios using a client's particular objectives as the guiding framework for maintaining an appropriate asset allocation strategy. we serve a limited number of clients by design to ensure client have a