# Golden Oak Wealth Management

- **Website:** <https://goldenoakwm.com>
- **Primary alias:** `goldenoakwm.com`

## Description

Golden Oak Wealth Management is a financial services practice based in Ventura, California, serving clients through a relationship with LPL Financial. The firm provides information and resources to help individuals and families consider their financial goals, understand investment topics, and plan for the future. Its areas of focus include retirement, investments, estate planning, insurance, taxes, money management, and lifestyle-related financial decisions.

The website offers educational articles, videos, calculators, and tools covering subjects such as retirement income, college savings, net worth, life insurance needs, Social Security taxes, and investment concepts. Clients can also explore risk assessment resources and information about the firm’s mission, core values, and approach to serving them. Golden Oak Wealth Management identifies Thomas Ellis as a registered representative, with securities and advisory services offered through LPL Financial, a registered investment adviser and FINRA and SIPC member. The firm is located at 950 County Square Drive, Suite 106, Ventura, California.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [twitter](https://twitter.com/GoldenOak_WM)
- [facebook](https://facebook.com/Golden-Oak-Wealth-Management-100837738929018)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id4HKTxGw2/w/820/h/541/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791014918071)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id4HKTxGw2/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791014918189)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Sanguine Brown | #843534 | dark |
| Kournikova | #ffe376 | light |
| Galliano | #ceaa11 | accent |

## Fonts

- Helvetica — asset _(custom)_
- Georgia — asset _(custom)_

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_Source: <https://brandfetch.com/goldenoakwm.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._