Company Logo
Email
Lisa@westoakcap.com
Phone
Disclaimer
Please Note: What Oak Capital is a tradename. All services provided by West Oak Capital investment professionals are provided in their individual capacities as investment advisors representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), and SEC registered investment advisors principally located in Denver, Colorado with various branch offices throughout the United States doing business under different tradenames, including West Oak Capital.
2801 Townsgate Road
Suite 112
Westlake Village, CA 91361
United States
First Name
Lisa
Last Name
Snider
Fax
805-230-8283
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.