Professional fiduciaries ensuring your estate or trust
is administered according to your wishes
Valley Oak Asset Group was formed in 2020 when two friends, each having managed trusts separately for years, decided they could do better for their families and clients by combining their strengths. Tad and Christy have approximately $10 million in assets under management. They manage every trust as if it is for another member of their family. Sometimes clients or their beneficiaries need coaching, suggestions or referrals; sometimes, unfortunately, they need a dose of reality. These discussions are always with the perspective of guiding a close family member to what is needed for financial and personal wellness within the wishes of the grantor.
Investment and Asset Management
Accounting, Reporting and Required Filings
Engagement of Other Professionals