Our Focus: 
Helping our clients live more fulfilling lives. 

We believe good financial guidance should revolve around optimization: doing the very best you can with what you have.  

Download a copy of Living the Good Life to learn 5 ways a financial planner can help bring personal well-being to you and your family.

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Download Living the Good Life today:

Enter your email address to download Living the Good Life, and learn 5 ways a relationship with a financial planner can help you live a more fulfilling life.

 

Three Oaks Capital Management, LLC is a Registered Investment Adviser in the states of Oregon and California.  The information on this website is intended only for United States residents, and is for informational use only.  It is not intended to be personalized.  Prior to any advisory work conducted outside these states, Three Oaks Capital Management, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.

We Help People Live Better

 

We help our clients organize and optimize their finances.  By putting the financial puzzle pieces together thoughtfully, we ensure our clients optimize their resources now, while also positioning themselves for sustained future success.  The result?  Freedom to devote your time to your loved ones, your family, your career, and your passions. 

 

Financial Planning

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We help our clients make consistently smart financial decisions to help them grow their wealth and get more from their resources.
 

Investment Management

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We manage money by employing a consistent investment philosophy that combines modern academic theory with institutional experience.

Retirement Plan Management

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We help businesses build streamlined and effective retirement plans for their employees.

 

Custom Financial Guidance

Most of our clients fall into one or more the categories below, with the largest segment being current & former business owners.  We support clients in all stages of a company's life cycle.  This approach offers business owners & entrepreneurs an avenue to align their company's vision with their family's unique financial objectives.  

 
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Organize

We start by getting your financial life in order and gaining a shared understanding of what success looks like to you.  Together we assess strengths & vulnerabilities, and develop a strategy to reach your long term objectives.
 

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Execute

We help you make consistently smart decisions and avoid pitfalls along your personal path to success.  We help grow and protect your wealth through sound investment management, and help you stay on track for the long haul.

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Enjoy

Our support gives you the freedom to explore your passions, with the peace of mind that your finances are best positioned for your ideal future.  We stay committed to your best interests while you're out enjoying your life.
 

 The transition into retirement can be daunting.  Knowing when to stop working & how much you can safely withdraw from your accounts are not decisions to be made lightly.  Download this guide to learn our simple 5 step process for drawing income in retirement with confidence.

The transition into retirement can be daunting.  Knowing when to stop working & how much you can safely withdraw from your accounts are not decisions to be made lightly.  Download this guide to learn our simple 5 step process for drawing income in retirement with confidence.

 Short on time.  Stressed.  Constantly managing clients, employees, and vendors.  All are hallmarks of a typical business owner's day to day life.  Download this guide to learn how working with a financial planner can help free up your time, improve your family's well-being  and  strengthen your business.

Short on time.  Stressed.  Constantly managing clients, employees, and vendors.  All are hallmarks of a typical business owner's day to day life.  Download this guide to learn how working with a financial planner can help free up your time, improve your family's well-being and strengthen your business.

 Your household's monthly P&L statement is the foundation of your personal finances.  Strong cash  flow can help deliver success, while poor habits often lead to debt.    Download this guide to learn three easy ways to improve your household's cash flow and your family's outlook for the future.

Your household's monthly P&L statement is the foundation of your personal finances.  Strong cash  flow can help deliver success, while poor habits often lead to debt.    Download this guide to learn three easy ways to improve your household's cash flow and your family's outlook for the future.

 
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Investment Insights

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