Grant Bledsoe, CFP®, CFA Three Oaks Wealth

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About Grant Bledsoe, CFP®, CFA, CEPA, AIF®

Hi, I’m Grant Bledsoe.

I work with business owners & entrepreneurs across the country. I find that many business owners devote all their attention and energy to building a successful business, but all too often they neglect their personal finances in the process. I help my clients conceptualize their ideal life, and then help them arrange their business and financial puzzle to achieve it.

To do this my firm offers a few different services: comprehensive financial planning, investment management, and retirement plan management.

These services cover the spectrum of challenges that business owners typically face:

·Growing the value of your business & structuring a sound exit when you’re ready
·Minimizing your personal and business tax liabilities
·Protecting your personal and business assets against liability
·Building consistent cash flow to support your lifestyle
·Protecting your business against death, disability, or departure of one or more key people, including yourself
·Structuring your business in a way that supports & builds your personal wealth and ideal life

To deliver our planning services my firm has developed a process we call Confidence in Advanced Planning. Over the course of 3-5 initial meetings, we help our clients chart a course from where they are today to wherever it is they’d like to go in the future. Throughout the process we assess their financial strengths & vulnerabilities, answer any lingering questions, and build a step by step guide that will give them a very high chance of reaching their objectives. We then execute that plan over time, and make real time adjustments as our clients’ lives and the world around them evolve.

Here’s a little more about my background:

I started my career in finance at Charles Schwab after finishing my MBA, working on their institutional securities lending desk in both Denver and San Francisco. After seven years, I realized I wanted to help people more directly in an unbiased setting as a fiduciary. To do this I launched Three Oaks Wealth and structured it as a fee-only registered investment advisory firm. I’m not compensated by anyone but my clients directly, and am legally bound to act in their best interests.

On paper I hold the following credentials:
·CERTIFIED FINANCIAL PLANNER™ (CFP®)
·Chartered Financial Analyst (CFA)
·Certified Exit Planning Advisor (CEPA)
·Accredited Investment Fiduciary (AIF®)
·MBA from Ithaca College, concentrating in finance
·B.S. in Applied Economics, also from Ithaca College

On a personal note, I live in Sacramento, CA with my wife, two sons, and daughter. I’m a huge fan of the Seattle Mariners (and baseball in general), and love spending time outside & exploring the outdoors in our area.

If you’d like to chat about your financial situation, feel free to book some time on my calendar: https://calendly.com/grant-bledsoe-1/30min

You can also find my blog at https://www.abovethecanopy.us, and my podcast at https://www.growmoneybusiness.com.

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Recently Published

GMB Ep #166: A Reminder NOT to Pick Up That IUL Policy

February 1, 2023

An index universal life insurance policy is permanent life insurance that has a cash value component in addition to a death benefit. In today’s episode of Grow Money Business, Grant talks about what an index...
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The post GMB Ep #166: A Reminder NOT to Pick Up That IUL Policy appeared first on Above the Canopy.

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On the Business Cycle & What To Expect In 2023

January 27, 2023

Stock and bond markets around the world had a rough year in 2022. Most of the financial headlines you’ll see these days focus on whether the Fed will be able to tame inflation without pushing...
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The post On the Business Cycle & What To Expect In 2023 appeared first on Above the Canopy.

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GMB Ep #165: Everything You Need to Know About Alternative Investments

January 25, 2023

Alternative investments can be great investments, but you must generally be a strong candidate for them. In this week’s episode of Grow Money Business, Grant discusses what alternative investments are, why they are good considerations,...
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The post GMB Ep #165: Everything You Need to Know About Alternative Investments appeared first on Above the Canopy.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Business Planning
  • Entrepreneurs
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $417+/m0
  • Quarterly Fee: $1250+/qtr
  • Assets Under Management: 1.25%

 

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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