Our mission is to guide each client’s financial journey to retirement and beyond.

How many years until you retire?

It is never too early to start planning. Let us help you as you embark on this next chapter of your life.

Are your investments diversified?

Portfolio diversification looks different for everyone. Let us help determine your best strategy.

Are you ready for the unexpected?

You never know what is going to happen in life. Once we start down the path together, you will be prepared for anything.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Your Vision. Your Legacy.

Valley Oak Wealth Management was founded on the American values of hard work, integrity, uncompromising quality, and personal service. When we manage your money, you get all that and more. We call it True Wealth… all the things money can’t buy and death can’t take away. I started in this business in 1985. Providing that moral compass is part of our mission, and offering you first class service is the cornerstone of our business plan. That kind of dedication has helped place our firm in a special category. Valley Oak Wealth Management is consistently named to the LPL Financial Chairman’s Club, awarded to less than 6% of the company’s 12,000 advisors nationwide. When you meet my team, you will understand why.

Allow our exceptional team to serve you.

Timothy Russell
Founder and President, CLU, ChFC, Registered Principal
Valley Oak Wealth Management

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