• We help clients stay on track.

  • If you want good service, go to a firm where you are an important client.

  • Our work is more than just numbers, it’s about the story behind the numbers.

  • We make house calls.

Our Independence Means We Place Your Interests
Above All Others.

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Our Company

West Oak Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission pursuant to the Investment Advisers Act of 1940. The firm provides separate account management for equity, balanced and fixed income portfolios. Founded in 2003, West Oak Capital provides highly personalized, attentive service, with a focus on constructing a disciplined investment program to help each client meet their specific financial goals.

West Oak Capital is a trademark of West Oak Capital, LLC registered in the U.S. Patent and Trademark office.
 

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