We do what we love. We do what is right. The client will always come first.
SkyOak is about helping people manage their assets so they can make a difference and touch other people's lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to a retirement plan and institutional consulting.
SkyOak is a woman-owned independent registered investment advisor or RIA. Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP®) with over 20 years' experience within the wealth management industry. SkyOak is broken into several divisions. Each division is run by a specialist who focuses solely on their area of expertise but all divisions, as well as our 10 licensed financial advisors and numerous support staff, work as a team to provide you with a customized financial plan and solutions to achieve your goals.
As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Further, your interest must come first. Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice.
Our primary focus is about protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.
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Jennifer is the founder and CEO of SkyOak Wealth Management. Jennifer wanted to start her own boutique financial advisory firm since she was in her late 20s. After 20 years working for the large firms of Wall Street, she finally created SkyOak Wealth Management in 2010 with the help and support of her husband, Derek.
Jennifer provides customized solutions and a broad scope of institutional and family office services through financial planning, experienced investment management, and insurance by using a team of advisors with different areas of expertise.
Jennifer's expertise and passion is counseling and advising individuals and families, especially those that are going through wealth transition or obtaining new wealth that is different than they were accustomed to. During the years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and "IPO to instant wealth" that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barron's Top Woman Advisors in the country.