West Oak Capital, LLC Information

West Oak Capital, LLC is an investment advisory firm serving affluent families and foundations. We use an independent custodian for safekeeping of client assets. Our experienced Portfolio Managers are able to tailor holdings to suit each client's specific preferences, cash needs and estate plans. Our asset-based fees are clear and straightforward, and we work to reduce the outside fees, transaction costs and tax consequences that could otherwise erode account performance over time. We are dedicated to helping clients become better investors.