With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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We are happy to guide you in the right direction.
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.
