Learn more about Grant’s financial planning and business consulting firms below:

Three Oaks Wealth is a financial planning firm designed to help people reach the best financial destination for them. With offices in Sacramento, CA and Portland, OR, the firm helps its clients optimize their income, pay less in tax and invest prudently.  Three Oaks Wealth pursues this mission by offering financial planning, investment management, and retirement plan management services.

Three Oaks Wealth is a fee-only firm.  This means they are only compensated by their clients directly, and never through commissions or kickbacks.  Additionally, Three Oaks Wealth is legally bound to act in its clients' best interests as fiduciaries 100% of the time.  This structure best supports the firm’s mission, as it aligns its interests with its clients’ in a transparent & dutiful way.