SkyOak Wealth believes in connecting your investment strategy directly with your financial life plan. This is a critical element of our investment approach.
The single most important measure of success in investing, is to help our clients achieve their financial life goals. Investment performance will be measured and monitored against a quantifiable set of goals.
While SkyOak Wealth uses more traditional benchmarks to determine performance by asset classes, true success should be measured by each individual’s realization of their life goals.
Get connected with your goals.