SkyOak

Services Offered

• Financial planning
• Investment management
• Wealth management
• Retirement planning
• Institutional consulting

About

SkyOak is a woman-owned independent registered investment advisor located in Las Vegas, Nevada. The firm focuses on helping clients manage their assets through comprehensive financial planning and investment management services. Their team, led by CERTIFIED FINANCIAL PLANNER™ (CFP®) Jennifer A. Davis, specializes in providing consultative wealth management for high net worth individuals and families. SkyOak is dedicated to putting clients first and assisting them in making a positive impact in their communities.

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Business Information