Contact Info

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Services

• Investments
• Financial Planning
• Insurance: Ca. License # 0A12565
• Fee Management
• Investments
• Estate Plans
• Retirement Plans
• College Plans
• IRA
• Long Term Care Insurance

Hours of Operation

About Us

Silver Oaks Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients.

Our Commitment
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 925-930-3914.

B. Todd Conway is a Registered Principal with and securities are offered through LPL financial - Member FINRA/SIPC.