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Featured Business Financial Advisor in Las Vegas, NV
Las Vegas Financial Advisors
SkyOak Wealth Management, Inc.
410 South Rampart, Suite 390
Las Vegas, NV 89145
(800) 971-8070
“We Listen, We Consult, We Care”
Advisor Profile
Jennifer Davis, CFP
Name:  Jennifer Davis, CFP
Phone Number:  (800) 971-8070
Website:  Visit Website

About SkyOak Wealth Management, Inc.

We do what we love  We do what is right  The client will always come first. SkyOak is about helping people manage their assets so they can make a difference and touch other peoples lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting. SkyOak is a woman-owned independent registered investment advisor or RIA. Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP ) with over 20 years experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise but all divisions, as well as our 10 licensed financial advisors and numerous support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals. As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice. Our primary focus is about protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.
 

General Information

Years of Experience in Financial Services:    23
Number of Years with Current Firm:    3
 
 
 
Prepared By: Jennifer Davis, CFP

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