Wealth Perspective
Your wealth journey has been and will be as distinctive as you are.
At Three Oaks, we’ll get to know you so we can chart a specific course together.
Wealth Builders
- Using cash-flow to build the foundation for your future
- Helping attorneys and physicians manage debt and wealth accumulation
- Employing asset protection strategies for professionals at high risk
- Addressing employee benefits alongside individual options
In Transition
- Moving to or through retirement
- Managing Wealth to provide a current income stream
- Handling the loss of a loved one
- Dealing with the reality of a divorce
ENTREPRENUEURS
- Balancing business and personal planning
- Building structures to benefit you and your employees
- Integrating tax planning and collaboration with outside professionals
Where we currently work
Our eclectic group of clients spans the nation. As life takes you to new places, our relationship is not limited by geography.
OFFICES: Richardson, TX | Walnut Creek, CA
