Silver Oak Rating

I visited Silver Oak by recommendation of a friend and wasn't disappointing at all. A beautiful state, a wine dream. Tasting are over 30 USD and includes 3 kind of wines, from the more new and fresh to the nicest one. I went las January days on a Sunday, so wasn't crowd it. Silver Oak Cellars, Oakville: Hours, Address, Silver Oak Cellars Reviews: 4.5/5. 2014 Silver Oak Cellars Cabernet Sauvignon Alexander Valley, USA. 2014 Silver Oak Cellars Cabernet Sauvignon. PRICE (EX-TAX) $93 / 750ml. Silver Oak Wealth Advisors Services, LLC is a fee-only financial advisor firm in Los Angeles that has a small advisory staff of just four. This group handles a total of $206.8 million in client assets under management (AUM).

1. 2014 Silver Oak Cab Rating
2. Wine Spectator Silver Oak Ratings

• Napa, CA- A LIMITED-EDITION magnum from Faust Napa and innovative street artist FAUST NEW YORK. FAUST NEW YORK chose the quote 'Live dangerously and you live right' from Goethe to adorn the 2016 vintage Cabernet Sauvignon. California, Napa Valley. Faust New York Cabernet Graffiti Silver, 2016 Cabernet Sauvignon Red Wine | 1. 5L | Napa Valley Ship wine today. | Curbside Pickup offered in the majority of stores
  
• Mexico - 100 % estate grown and hand-picked Blue Agave is roasted in clay ovens during the production. Then the tequila is distilled three times to create a smoothness that is uncommon. Mexico. Milagro Silver Tequila Blanco/Silver | 1. 75L | Mexico | Curbside Pickup offered in the majority of stores
  

  'Not harsh at all...Def worth a shot...I would say this one comes in the middle of the pack, has a little more of a burn than I would like when sipping, but for a shot its just fine...I like tequila and I 100% lean toward silver tequilas and this one is a great option for someone who is a fan of the silver tequila'

  
  
• Mexico- 100% blue agave in its truest form. Clear and unaged with aromas of citrus, peppers, intense blue agave flavor and natural sweetness. Great as a chilled shot or in a top shelf margarita. Silver Medal - San Francisco Spirits Competition. Mexico. Cazul 100 Silver Tequila Blanco/Silver | 1. 75L | Mexico | Curbside Pickup offered in the majority of stores
  

  'Smooth for a Blanco...Great on Ice w/lime...I'm a Patron lover and usually buy that but at the urging of a total Wine employee I gave Cazul a ........shot ...... :) I think I still prefer the Patron but Cazul is very good and the difference may easily and only be in my brain...Between the two I and a friend both found Cazul 100 to be more pleasant straight, and when mixed with lime juice and Cointreau made a better margarita'

  
  
• Mexico - 100% Blue Agave. Crystal clear, pure ultra premium. Light, fresh tequila is a favorite of connoisseurs worldwide. Smooth, soft, light tequila. The perfect ingredient in special margaritas or mixed cocktails, neat or on the rocks. Mexico. Patron Silver Tequila Blanco/Silver | 750ml | Mexico | Curbside Pickup offered in the majority of stores
  

  'Love the smooth taste...Thumbs up great tequila...Me and my wife drink this on special occasions for the past 11 years.Its the best for mix drinks and margeritas.I see alotta people talkin about the price.You get what u pay for in life so u wanna be cheap get a off brand n have a hang over lol You cant go wrong with this silver patron even str8 shots its awesome.Try it for yourself u will love it especially the smoothness honestly....Stay away from garbage tequila and get the fine preminum tequila patron silver enjoy...But for a clean/crisp/pure do-all tequila at a reasonable price, Patron is a great choice'

  
  
• Mexico- Made in small batches with time-honored methods in Oaxaca. Natural smoky flavor perfect over generations. Earthy characteristics on the front of the palate give way to citrus and vegetal agave notes that finish distinctively clean. Mexico. Xicaru Silver Mezcal | 750ml | Mexico | Curbside Pickup offered in the majority of stores
  

  'Top Notch for the price...Smooth and smokey flavor...I had some higher rates of heart beats next morning but it might be due to not drinking enough water, other than that it was a great experience...I have two very good whiskeys, and a $60 bottle of tequila, but I like this mescal the best of all of them'

  
  
• Mexico - Made from 100% distillate of Weber Blue Agave, sourced from the highest fields in the Altos of Jalisco. Shows notes of rich toasted agave and fresh green herbs. Enjoy either in a Margarita, or try it straight up. Mexico. Camarena Tequila Silver Anejo | 1L | Mexico | Curbside Pickup offered in the majority of stores
  
• Puerto Rico- Ronrico Rum is selected from the finest rums available in the Caribbean. It has an authentic, dry taste with a versatility in how it mixes smoothly in all classic rum drinks. Delicious served straight. Puerto Rico. Ronrico Silver Rum | 1. 75L | Puerto Rico | Curbside Pickup offered in the majority of stores
  

  'Also much more economical...Great mixed with Cherry Pepsi...Good rum at a reasonable price...I will purchase Bacardi if on sale but usually always go back to Ron Rico'

  
  
• Mexico- It's perfect clarity and crisp flavor is the result of using the same small-batch production method originated by Jose Cuervo in 1795. Under the supervision of our maestro tequilero, estate grown agave plants are slow-cooked and then double-distilled in small artisenal stills. Mexico. Jose Cuervo Tradicional Silver Tequila Blanco/Silver | 1. 75L | Mexico | Curbside Pickup offered in the majority of stores
  
• Mexico- Patron Estate Release is an ultra-premium, limited edition silver tequila crafted entirely at the Hacienda Patron Estate. It is made from 100% Weber Blue Agave and is made using the ancient Tahona process. The taste is smooth and sweet with cooked agave, citric and herbal notes. Mexico. Patron Estate Silver Tequila Blanco/Silver | 750ml | Mexico | Curbside Pickup offered in the majority of stores
  

Shopping ideas related to Silver Oak Cabernet Ratings

$206,836,329

4

Founded in 2005

Fee-only

10866 Wilshire Boulevard

Suite 1270

Los Angeles, CA 90024

Silver Oak Wealth Advisors Services, LLC is a fee-only financial advisor firm in Los Angeles that has a small advisory staff of just four. This group handles a total of $206.8 million in client assets under management (AUM). Comprehensive wealth management, financial planning and investment management are Silver Oak's core offerings.

2014 Silver Oak Cab Rating

Silver Oak Wealth Advisors Services Background

Silver Oak has been in business since 2005 former president Joel Framson created the firm. Today, the firm is under the principal ownership of CEO Linda Cao, as Framson retired and became one of Silver Oak's consultants in 2017. Cao has worked in financial services since 2005.

All four advisory employees at the firm hold a certified financial planner (CFP) designation. Beyond this, Silver Oak boasts three certified financial transitionists (CeFTs) and one certified public accountant (CPA).

What Types of Clients Does Silver Oak Wealth Advisors Services Accept?

$206,836,329

4

Founded in 2005

Fee-only

10866 Wilshire Boulevard

Suite 1270

Los Angeles, CA 90024

Silver Oak Wealth Advisors Services, LLC is a fee-only financial advisor firm in Los Angeles that has a small advisory staff of just four. This group handles a total of $206.8 million in client assets under management (AUM). Comprehensive wealth management, financial planning and investment management are Silver Oak's core offerings.

2014 Silver Oak Cab Rating

Silver Oak Wealth Advisors Services Background

Silver Oak has been in business since 2005 former president Joel Framson created the firm. Today, the firm is under the principal ownership of CEO Linda Cao, as Framson retired and became one of Silver Oak's consultants in 2017. Cao has worked in financial services since 2005.

All four advisory employees at the firm hold a certified financial planner (CFP) designation. Beyond this, Silver Oak boasts three certified financial transitionists (CeFTs) and one certified public accountant (CPA).

What Types of Clients Does Silver Oak Wealth Advisors Services Accept?

Most of Silver Oak's business comes from high-net-worth individuals, as they claim 85% of the firm's AUM. Individuals, family trusts, irrevocable trusts and pension and profit sharing plans round out Silver Oak's client base. The firm also states on its website that it has specialized services for investors 50 and older women in transition and corporate executives.

Silver Oak Wealth Advisors Services Minimum Account Size

Wine Spectator Silver Oak Ratings

As opposed to a traditional minimum initial investment, Silver Oak institutes a $12,500 minimum annual fee for its services.

Services Offered by Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services prides itself on being the chief financial officer (CFO) for you and your family. In turn, it should come as no surprise that the firm's services are rather robust. Take a look over what's available below:

• Financial planning
  • Tax minimization
  • Retirement planning
  • Estate planning
  • Risk management
  • Insurance planning
    • Life insurance
    • Property and casualty insurance
    • Liability insurance
    • Long-term care insurance
    • Disability insurance
  • College fund planning
  • Family gift planning
  • Charitable gift planning
  • Financial transition consulting
    • Partnership with the Sudden Money Institute (SMI)
• Customized investment management
  • Development of an official investment policy statement (IPS)
  • Asset allocation creation
  • Tax-efficient portfolio design
  • Regular quarterly reviews and rebalances
  • Client investment education
• Comprehensive wealth management includes:
  • Financial planning
  • Financial transition consulting

Silver Oak Wealth Advisors Services Investment Philosophy

Some financial advisors manufacture portfolio models and pair their clients with the one that makes the most sense. On the other hand, Silver Oak chooses to take a much more personalized approach, as it builds portfolios based on your needs. The most important among these factors are your risk tolerance and ultimate financial goals.

Depending on which is best suited for you, Silver Oak may utilize either passive or active management. Passively-managed portfolios usually consist of exchange-traded funds (ETFs), exchange-traded notes (ETNs) and mutual funds, whereas their active counterparts use individual equities and separate account managers in addition to the above three investments.

Fees Under Silver Oak Wealth Advisors Services

Within Silver Oak's comprehensive wealth management service, clients will have access to a combination of financial planning, financial transition consulting and investment management. The fees for this service start at $1 million. As far as the actual charges go, clients will pay on a quarterly basis, in advance. The firm indicates that the majority of its fees are deducted directly from the balance of a client's account, but you can choose to receive a bill instead.

Although separate investment management has a different fee schedule, it's charged in exactly the same manner as the comprehensive wealth management service listed above.

Separate financial planning and financial transition consulting services adhere to a fixed fee schedule that usually ranges from $2,500 to $10,000. The rate you receive will be determined before any services are rendered. Should you request anything beyond the initial agreement, you may be charged an hourly fee of $150 to $450.

Check out the table below to see how Silver Oak's fees for its management services compare to those at similar financial advisor firms. Note that these fees are only estimates and actual costs may vary.

What to Watch Out For

Founder and former president Joel Framson owns an accounting firm that Silver Oak sometimes recommends its clients to. The two firms do not share or receive referral fees or any other monetary compensation. Still a conflict of interest could arise, as Framson may be incentivized to recommend his accounting firm over others. Silver Oak fully abides by fiduciary duty though, legally binding it to act in clients' best interests at all times.

Disclosures

Based on its Form ADV, there are no disclosures to report for Silver Oak Wealth Advisors Services.

Opening an Account With Silver Oak Wealth Advisors Services

Becoming a client of Silver Oak Wealth Advisors Services is as easy as calling or emailing the firm at (310) 207-4800 or admin@silveroakwa.com, respectively.

Where Is Silver Oak Wealth Advisors Services Located?

You can find Silver Oak in western Los Angeles at 10866 Wilshire Boulevard, Suite 1270.

Tips for Managing Your Investments

• Taking good care of a portfolio on top of the rest of your life is a lot to ask, especially if you want to maximize your return potential. Engaging the services of a financial advisor can help you manage these investments. Finding the right financial advisor that fits your needs doesn't have to be hard. SmartAsset's free tool matches you with financial advisors in your area in 5 minutes. If you're ready to be matched with local advisors that will help you achieve your financial goals, get started now.
• Taxes should be an integral consideration for any investment portfolio, as these charges can take a significant bite out of your returns. To get a head start, check out SmartAsset's capital gains tax calculator. This valuable tool can show you exactly what to expect in taxes when selling your investments for a profit.