Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the process entirely painless, the following guidance should be useful on your journey.
Our Independence Means We Place Your Interests Above All Others
The powerful combination of West Oak Capital and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.
Learn more about these services here
We are happy to guide you in the right direction.
Our Company
Please Note: West Oak Capital is a tradename. All services provided by West Oak Capital investment professionals are provided in their individual capacities as investment advisors representatives of Mercer Global Advisors Inc. ("Mercer Advisors"), and SEC registered investment advisors principally located in Denver, Colorado with various branch offices throughout the United States doing business under different tradenames, including West Oak Capital.
