Contact SkyOak Capital
Whether you are looking for investment management, financial planning or guidance with a specific financial need, we welcome the opportunity to learn more about what you are looking for and how we may be able to help.
Your initial 30-minute conversation is complimentary and can be held by phone, video or in person at one of our three offices.
Complete the form below, call one of our offices or email [email protected].
Schedule a Conversation
Free, 30 minutes, no obligation. Tell us about where you are and where you want to go.
We will call you back within one business day.
Our Offices
Las Vegas (headquarters)
SkyOak Capital
6671 Las Vegas Blvd S, Suite 210
Las Vegas, NV 89119
Phone: (702) 448-7474
Fax: (800) 971-8075
Hours: Monday to Friday, 8am to 4pm
Get directions · Las Vegas Office Details →
Medford, Oregon
SkyOak Capital
920 Town Centre Drive
Medford, OR 97504
Phone: (541) 779-4446
Hours: Monday–Friday, 8:00 a.m.–4:00 p.m.
Get directions · Medford Office Details →
San Francisco
SkyOak Capital
50 California St, Suite 1500
San Francisco, CA 94111
Phone: (800) 971-8070
Office Hours: By appointment
Get directions · San Francisco Bay Area Office Details →
Email: [email protected]
What Happens After You Reach Out
We learn what you are looking for. We’ll schedule an initial 30-minute conversation to learn more about your financial circumstances, questions and what you would like help with.
We discuss how SkyOak may be able to help. The conversation can take place by phone, video or in person at one of our offices. There is no charge or obligation.
We outline the next steps. If we believe SkyOak can help, we’ll explain the services we recommend, the next steps and the applicable fees before you decide whether to move forward.
Existing Clients
Current clients can contact their advisor or our office directly for assistance or log in to the SkyOak Capital client portal to view their accounts and reports.
FAQs
Frequently Asked Questions
Is there a fee to meet with any advisor?
No. Your initial 30-minute conversation is complimentary and with no obligation to become a client.
Do I need to live near a SkyOak office to become a client?
No. SkyOak works with clients nationwide and internationally. Meetings can be held by phone or video, as well as in person at our Las Vegas, Medford and San Francisco Bay Area offices.
Can I meet with an advisor in person?
Yes. In-person meetings are available by appointment at our three office locations. We also meet with clients by phone and video conference.
How quickly will SkyOak respond?
We generally respond to inquiries within one business day.
Which SkyOak office should I contact?
You are welcome to contact any of our offices or complete the form on this page. Our team will help connect you with the appropriate advisor based on what you would like to discuss.