• Skip to primary navigation
  • Skip to main content
SkyOak Logo

SkyOak Capital

Las Vegas Financial Planning Company

  • Client Login
  • Home
  • Services
    • Private Wealth Management
      • Investment Management
      • Financial Planning & Consulting
      • Family Office Services
      • Asset Protection
      • Self-Directed IRAs & Specialty Assets
    • Corporate Services
      • Risk Mitigation
      • Commercial Insurances
      • Plan Design
      • Plan Advisory Services
      • Investment Management
    • Tactical and Alternative Asset Management
      • Managed Investment Models
      • Alternative Investments
  • About SkyOak
  • Our Team
  • Our Offices
  • Resources
    • Insights
  • Contact Us

Blog

What Is a Family Office?

Posted on August 15, 2025 Written by Jennifer Davis, CFP Leave a Comment

What is a family office

All families desire to grow their wealth, share it with causes that matter to them, and ultimately pass it on to future generations. Achieving that can get complicated when you have a high net worth. That’s why many wealthy people emulate America’s …

[Read more...] about What Is a Family Office?

5 Things Your Registered Financial Advisor Should Be Doing

Posted on July 18, 2025 Written by Jennifer Davis, CFP

5 Financial Advisor Post

A financial advisor is a person who can help you manage your money and achieve your financial goals, whether they be private or commercial. If you’re searching for such an individual, you’ll quickly learn that there are many out there, including …

[Read more...] about 5 Things Your Registered Financial Advisor Should Be Doing

Retiring in Las Vegas: Where to Find a Financial Advisor

Posted on June 20, 2025 Written by Jennifer Davis, CFP

Retiring in Las Vegas

When it comes to picking a retirement location, many retirees dream of living someplace sunny and warm. Considering the population in the Las Vegas Valley has exploded over the past decade from under 2 million people to more than 2.7 million today, …

[Read more...] about Retiring in Las Vegas: Where to Find a Financial Advisor

How to Find Good RIA Agents Near Me: 3 Things to Look For

Posted on May 23, 2025 Written by Jennifer Davis, CFP

Good RIA Agent Post

Irrespective of your job or how close you are to retirement, life will be better at age 60 the sooner you start investing. Your savings will earn you more money every year if you start investing now. As a result, you will have a head start, make more …

[Read more...] about How to Find Good RIA Agents Near Me: 3 Things to Look For

What Is the Difference Between a Wealth Manager and a Financial Advisor?

Posted on April 25, 2025 Written by Jennifer Davis, CFP

Wealth Manager Cartoon

Safeguarding and building your family’s private wealth can be intimidating, especially if you shoulder most of the burden. Even if you’re ready to enlist professional assistance, knowing where to start can itself prove challenging. This is especially …

[Read more...] about What Is the Difference Between a Wealth Manager and a Financial Advisor?

How to Choose a Financial Advisor

Posted on March 28, 2025 Written by Jennifer Davis, CFP

How to find a financial advisor Las Vegas

In a recent survey, more than 17% of Americans said they lost $2500 or more last year due to a lack of financial literacy, and almost twice that many reported losing around $500.   Why aren't more people taking advantage of financial advisors to …

[Read more...] about How to Choose a Financial Advisor

What Sustainable, Passive Wealth Investment Looks Like

Posted on February 28, 2025 Written by Jennifer Davis, CFP

Have you been thinking of how to earn more income with minimal effort involved? If yes, then passive wealth is an ideal solution for you. Keep in mind there may be times when you will have to put in some effort upfront before generating passive …

[Read more...] about What Sustainable, Passive Wealth Investment Looks Like

7 Ways to Start the Year Financially Strong

Posted on January 31, 2025 Written by Jennifer Davis, CFP

7 Ways to Start the Year Financially Strong

After what felt like one of the longest years ever, 2021 is finally here. There’s no denying that 2020 was a challenge. While there’s still a lot of uncertainty as we enter the new year, there are things you can do to help ensure your financial …

[Read more...] about 7 Ways to Start the Year Financially Strong

How Does the Election Impact the Stock Market?

Posted on January 3, 2025 Written by Jennifer Davis, CFP

How elections impact investments

As the November election is underway, concerns over the stock market begin to rise. While the stock market is generally cyclical, history shows that there is a link between the performance of the market and the presidential election. Understanding …

[Read more...] about How Does the Election Impact the Stock Market?

  • Page 1
  • Page 2
  • Go to Next Page »

SkyOak Capital

© 2025 SkyOak · A NeONBRAND Site

  • Home
  • About SkyOak
  • Blog
  • Privacy Policy
  • Disclosures
  • Sitemap
  • ADV