Blue Oak Philosophy
Let your wealth leave 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 live their definition of success while maintaining 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.
Registered as an Investment Advisor Representative of LPL Financial, 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-centric office of CPAs, investment advisors, and financial planners, Blue Oak Wealth Management works in synergy to deliver a blend of tax-conscious strategies that help you pursue your definition of success.
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 the client's investments
-
Act as a fiduciary to serve the client’s best interest
-
Open dialogues with external accountants, attorneys, or advisors
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
We are here to assist. Contact us by phone, email or via our Social Media channels.