Practical Tax-Focused Financial Planning
For All of Your Financial Needs
Pacific Oak Wealth Management is an independent Registered Investment Advisor providing practical tax-focused comprehensive financial planning. As a fee-only financial planning firm, our services are uniquely tailored to each of our client's specific needs, and we serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Committed to Your Best Interest
Our focus is to help you find a balance between your life goals and your financial means. We are not affiliated with a broker-dealer and we do not sell products of any kind, allowing us to always put our full focus on what is truly best for you. We are retainer based and tax-focused.