Financial Advisors and Planners in Las Vegas
SkyOak Capital’s Las Vegas office has served as the firm’s headquarters since 2018.
We provide investment management, financial planning and specialized advisory services to clients in Las Vegas and throughout Southern Nevada, as well as clients nationwide and internationally.
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Las Vegas Office
SkyOak Capital
6671 Las Vegas Blvd S, Suite 210
Las Vegas, NV 89119
Financial Advisor in Las Vegas: Jennifer Davis, CFP®
Client Support: Beth Boyd
Phone: (702) 448-7474
Fax: (800) 971-8075
Hours: Monday–Friday, 8:00 a.m.–4:00 p.m.
Parking: Parking is available in the parking garage located within our building.
Visiting Our Las Vegas Office
Our Las Vegas office is available for in-person client meetings by appointment. We also meet with clients by phone and video conference, including clients nationwide and internationally.
FAQs
Questions About Our Las Vegas Office
Where is SkyOak Capital’s Las Vegas office?
SkyOak Capital’s headquarters is located at 6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV 89119. Our Las Vegas office can be reached at (702) 448-7474.
Does SkyOak Capital serve clients outside of Las Vegas?
Yes. Our Las Vegas office serves clients throughout Southern Nevada, including Henderson, Summerlin, North Las Vegas and surrounding communities. SkyOak also works with clients nationwide and internationally.
Is SkyOak Capital a fiduciary financial advisor?
SkyOak Capital is an independent registered investment advisory firm. When providing investment advisory services, we serve as a fiduciary and are required to act in our clients’ best interests.
How much does it cost to work with SkyOak Capital?
Fees vary depending on the services provided and the nature of the client relationship. Investment management fees are generally based on assets under management, while other services may have separate fee arrangements. Our fees are explained before an advisory relationship begins.
Can I meet with a SkyOak advisor in person?
Yes. Our Las Vegas office is available for in-person meetings by appointment. We also meet with clients by phone and video conference.
How do I schedule a meeting with SkyOak Capital in Las Vegas?
Call our Las Vegas office at (702) 448-7474 or request a conversation through our website. The initial 30-minute conversation is complimentary and there is no obligation to become a client.
Talk to a Las Vegas advisor
Thirty minutes. No cost, no obligation.