Valley Oak Wealth Management

5 reviews

+1 (415) 898-4439

Website

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2023 Valley Oak Big Shred event. We raised over $11k for Homeward Bound Marin

2 Ranch Dr

Novato, CA 94945

+1 (415) 898-4439

https://www.valleyoakwealthmanagement.com

Valley Oak Wealth Management is a Novato-based financial firm specializing in asset management services for high net worth individuals in and around the community. The services available at Valley Oak include risk assessment, portfolio management and general advising.

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Reviews

4.55 reviews

Evan P.

4/6/2016

I have relied upon Tim and his team since before the were called Valley Oak. A co-worker from ILM suggested that I have them help with my financial planning. Many years later and I feel they have...

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Sharon E.

3/30/2016

I've just switched to Valley Oak from a different investment advisor office at a large company. I love how they pay attention to my total financial picture rather than only to what funds or...

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Matt H.

3/19/2014

The group at Valley Oak Wealth Management are so professional and caring. They run one heck of a great shop. It is a true team approach with a knowledgeable team. I have consulted the office for...

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Lisa K.

8/30/2017

Everyone I have talked to says the same thing about Tim Russell and his fantastic team at Valley Oak Wealth Management. They are a breath of fresh air in the world of financial services -...

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Mary V.

8/17/2013

I moved my money out of Tim's and so did others that I know. Tim is a nice enough person, and you do feel welcome and time is given to you. His investment offerings often are high commission...

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