We do what we love – We do what is right – The client will always come first.
SkyOak, in Las Vegas, is about helping people manage their assets so they can make a difference and touch other people’s lives. We are independent, employee-owned, and unaffiliated with any parent company. Further, our CERTIFIED FINANCIAL PLANNER™ (CFP®) and financial advisors help 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. The firm is founded and led by Jennifer A. Davis, a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 30 years of 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 licensed financial advisors and 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.
We listen, we consult, we care.