Our Commitment to Our Clients

What it means...

Oak Tree - Symbol of Stability & Dependability
    The Oak Tree - Symbol of Stability & Dependability

Our Clients' Trust

We recognize the profound responsibility associated with managing your portfolio. Our clients trust us for candid advice that puts their interests first. We are aligned with them. We sit at the same table and invest in many of the same recommendations we make to our clients.

Many of our client relationships extend through multiple generations.

Our Commitment to You

We recognize the vital roles that experience, integrity and independence have played in building lasting client relationships. We vow to continue that legacy in the years ahead.


A Message from the Founder of Valley Oak Wealth Management, Tim Russell

"Our client's can expect us to be there throughout their life — to celebrate the best times and to walk side by side through the hard times."

Tim Russell

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NOTE: Investing involves risk including loss of principal. There is no guarantee that the strategy discussed will assure success or protect against a loss.