Blue Oak Philosophy 

Growing and preserving wealth has been compared to growing and caring for an Oak Tree.​

Once established, oak trees are quite resilient, can live to be hundreds of years old, and have great strength and beauty. Just like growing an oak tree, growing your wealth can take 20-30 years, and preserving wealth takes generations. 

Here are a few realities about investing. 

Growing an oak tree doesn't happen overnight, and you can't rush a tree to make it grow faster. 

Doing daily inspections, and worrying about your tree, won't make it grow any faster either. 

Uprooting your tree and storing it in the garage over winter because you are worried about the "bad weather" will make it difficult for the roots to replant when the winds shift. 

Falling leaves in the winter season do not mean your tree is dying. 

Giving your oak tree enough room, enough light, enough water, and enough time will help it grow into the oak tree you always pictured. 

Entrust your oak tree to someone with a green thumb to help you give your tree periodic pruning and fertilizer. 

If you are willing to follow this path, your oak tree will grow from a small sapling to a majestic towering tree, the whole time giving back air, shade, and beauty. It will go on to do this for your generation and the next. 

All investing involves risk and strategies such as asset allocation and diversification. It will not guarantee a profit or protect against loss. Rebalancing may be a taxable event. Before you take any specific action, please consult with your tax professional. 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Crista Moreno. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 



Copyright 2018 Blue Oak Wealth Management 



Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/ SPIC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 



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Blue Oak Wealth Management 

Office: (559) 326-2583

Fax: (559) 326-2584


7110 North Fresno Street Suite 200 

Fresno, CA 93720


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