Blue Oak Philosophy 

Grow and preserve your wealth while leaving a lasting legacy.

Understanding High-Net-Worth Complexities

By designing comprehensive personal wealth management plans and investment strategies with a tax conscious approach, Aaron J. Garabedian guides high net-worth individuals and families, pre-retirees, and retirees to grow and preserve wealth while maintaining their financial independence.

 

As a designated Certified Public Accountant, Accredited Investment Fiduciary, and member of AICPA’s Personal Financial Planning Section, your interests always come first. Aaron has served high-net-worth families, providing wealth management strategies for six years. For the 2019 calendar year, Aaron and Blue Oak Wealth Management received the Leader’s Council award from their Broker-Dealer, Cetera Financial Specialists LLC.

 

Registered as an Investment Advisor Representative of Cetera Financial Specialist LLC and Cetera Investment Advisors LLC, Blue Oak Wealth Management has the support and capacity of a well-capitalized top-tier Independent Broker-Dealer. We also work closely with our sister company, The Garabedian Group CPAs, and partner with many local and regional law firms.

 

Leave a legacy to the next generation while maintaining your lifestyle. Established as a family office of CPAs, investment advisors, and financial planners, Blue Oak Wealth Management, works in synergy to deliver a blend of tax conscious strategies that effectively grow and preserve your wealth.

Sailing

Transparency

Wealth Management Plans and Portfolios that stick.

 

We walk you through the potential benefits and risks of your financial choices so you can make appropriate decisions consistent with your goals. No matter what, your money starts with you. The best strategies arrive from your desires, your plans, your goals, and your family's needs. 

ORGANIZE

Gather documentation 

  • Understand your financial goals, obstacles, and preferences 

  • Collect analyze and review relevant documents pertaining to client investments 

  • Act as a fiduciary to serve the client’s best interest 

  • Open dialogues with external accountant and attorney if necessary

IMPLEMENT

Due-Diligence 

  • Implement the financial plan 

  • Phase in the investment recommendations 

  • Enroll in selected services 

  • Review client statements

FORMALIZE

Prepare an effective Investment Policy Statement and diversify the portfolio

  • Build a personalized financial plan

  • Design And Diversify the investment portfolio 

  • Work together and schedule briefings and reviews 

  • Perform stress tests and Monte Carlo simulations with the client’s time horizon

MONITOR

Ongoing Engagement 

  • Monitor progress according to the plan

  • Adjust the plan and investments when needed 

  • Inform you, your accountant and attorney of anything you should be aware 

  • Help you navigate your options

Core Values and Beliefs

When you can ignore the noise of the market, see-through enticing headlines, and stick to your plan, because you are confident everything will be okay; then we have accomplished our goal. 

The noise can get pretty loud, but we can help you learn from market volatility and tune out the noise.

Long-Term Investor

No Pressure

Goal-Oriented

Academic Historical Research

Diversification disclosure: A diversified portfolio does not assure a profit or protect against loss in a declining market.

 

Investment Risk disclosure: All investing involves risk, including the possible loss of principal.

There is no assurance that any investment strategy will be successful.

Need more details? Contact us 559.326.2583

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