Three Oaks Wealth - Gold River, California

ken C.

I’ve been working with Grant and the team at Three Oaks Wealth Management for almost a year, and I couldn’t be more impressed. I came to them during a career transition filled with uncertainties, and they immediately took the time to understand my unique goals and aspirations. Grant and his team have been incredibly professional and accommodating, helping me explore various career and business paths without ever pushing an agenda or products. Their focus is on sound financial strategies that support my well-being. If you’re looking for a team that truly listens, puts your best interests first, and maintains the highest standards of professionalism, I highly recommend Three Oaks.

Jeff K.

I've had the pleasure of working with Grant and his team for the past 6 years, and this review is about 6 years overdue. I initially found Grant through White coat investors. I was specifically looking for an advisor who would handle things a fiduciary, someone who has to give the best advice to their clients and handle their assets for the client's benefit and not their own. This is important to me, and Grant has been a professional through and through.

His sound advice has benefited my family and I, and if you're looking for someone who can guide you through the different aspects of life and financial planning in a way that's understandable, I'm sure you'll be happy with your decision to engage his services. We plan with the long term in mind, also mitigating risk for our family. My only regret is not seeking someone out sooner.

His team Bethany and Mehgan have been a pleasure to meet with. They are fantastic at following up with communication considering our busy schedule. I've found that their regular communication has been vital in keeping me on track.

I haven't been compensated for this review, I'm just glad that I have someone who has my best interests in mind. If you've reached this part of my review, it's time for you to click on the call button.