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We help clients stay on track. If you want good service, go to a firm where you are an important client. Our work is more than just numbers, it’s about the story behind the numbers. We make house calls. Our Independence Means We Place Your Interests. Why Choose West Oak Capital. We are happy to guide you in the right direction. 2801 Townsgate Road, Suite 112, Westlake Village, California 91361. 805230.8282 Byron@westoakcap.com.

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Home | West Oak Capital, LLC | westoakcap.com Reviews

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We help clients stay on track. If you want good service, go to a firm where you are an important client. Our work is more than just numbers, it’s about the story behind the numbers. We make house calls. Our Independence Means We Place Your Interests. Why Choose West Oak Capital. We are happy to guide you in the right direction. 2801 Townsgate Road, Suite 112, Westlake Village, California 91361. 805230.8282 Byron@westoakcap.com.

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1 our story

2 our team

3 wealth management

4 resources

5 commentaries

6 articles

7 client resources

8 calculator library

9 video library

10 above all others

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Home | West Oak Capital, LLC | westoakcap.com Reviews

https://westoakcap.com

We help clients stay on track. If you want good service, go to a firm where you are an important client. Our work is more than just numbers, it’s about the story behind the numbers. We make house calls. Our Independence Means We Place Your Interests. Why Choose West Oak Capital. We are happy to guide you in the right direction. 2801 Townsgate Road, Suite 112, Westlake Village, California 91361. 805230.8282 Byron@westoakcap.com.

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westoakcap.com

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Video Library | West Oak Capital, LLC

http://www.westoakcap.com/client-resources/video-library

1 min and 13 secs. Learn why it's better to seek financial advice from a fiduciary. Tax and Income Planning. 3 mins and 12 secs. Learn about the importance of tax and income planning and why you should develop a financial strategy to get the most out of your golden years. We are happy to guide you in the right direction. 2801 Townsgate Road, Suite 112, Westlake Village, California 91361. 805230.8282 Byron@westoakcap.com.

2

Our Team | West Oak Capital, LLC

http://www.westoakcap.com/our-team

Byron B. Snider, CFA. Founding Partner and President. Byron brings over 25 years of investment experience managing portfolios for affluent families, charitable foundations and corporate pension plans. Byron and his wife, Lisa, launched West Oak Capital in 2003. Byron serves as Portfolio Manager, Chief Investment Officer and Chief Compliance Officer for the firm. Byron volunteers with the UCLA Economics department in student programs such as Economics in Action, Social Sciences in Action and Financial Val...

3

Our Story | West Oak Capital, LLC

http://www.westoakcap.com/our-story

West Oak Capital helps clients pursue their financial objectives in an uncertain and often risky economic environment. It is about more than just numbers. In addition to the management of their investment portfolios, our work with clients often includes thinking about a variety of life’s issues to protect their lifestyle and look out for family members. RIA firms generally provide more objective advice, better cost management and more personalized attention to each client’s specific situation. In order t...

4

Articles | West Oak Capital, LLC

http://www.westoakcap.com/category/articles

Understanding Your True Risk Tolerance is Vital to Portfolio Performance. Submitted by West Oak Capital, LLC on April 16th, 2015. Finance Lessons for Your Teen. Submitted by West Oak Capital, LLC on April 16th, 2015. Should You Have a Living Trust? Submitted by West Oak Capital, LLC on April 16th, 2015. Determining Your Risk Tolerance. Submitted by West Oak Capital, LLC on April 16th, 2015. The Importance of an Investment Philosophy. Submitted by West Oak Capital, LLC on April 16th, 2015. 805230.8282...

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Why Choose West Oak Capital | West Oak Capital, LLC

http://www.westoakcap.com/why-choose-west-oak-capital

Why Choose West Oak Capital. Why Choose West Oak Capital. Dedicated To Helping You Become A Better Investor. There are five important areas that distinguish West Oak Capital from other competitors in the financial services industry:. We operate under a “fiduciary” standard of care. We use a qualified, independent custodian. Clients work directly with an experienced portfolio manager,. Not a sales person. It can be a challenging task to balance the current needs for income and safety of principal agai...

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Home | West Oak Capital, LLC

We help clients stay on track. If you want good service, go to a firm where you are an important client. Our work is more than just numbers, it’s about the story behind the numbers. We make house calls. Our Independence Means We Place Your Interests. Why Choose West Oak Capital. We are happy to guide you in the right direction. 2801 Townsgate Road, Suite 112, Westlake Village, California 91361. 805230.8282 Byron@westoakcap.com.

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