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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.

Articles

Lisa Snider |
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The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing. Just as our parents and grandparents of the Great Depression era developed deeply ingrained attitudes about finances from their experience, our...
Lisa Snider |
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Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to achieve your most important objectives. More precisely, your risk tolerance is based on the your financial and emotional ability to withstand negative returns on your investment portfolio. Before embarking on any investment strategy it is important to know your risk tolerance to ensure that you select the right...
Lisa Snider |
Categories
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws. Drawing up a will has become so easy, and it is relatively inexpensive, leaving very little reason why everyone...