WE DIDN'T LIKE HOW OTHER WEALTH MANAGEMENT COMPANIES WERE RUN

SO WE DECIDED TO START OUR OWN

part DATA DRIVEN

part HUMAN FOCUSED

part FISHING GUIDE

part ASTRONAUT

part LEFT BRAIN

part RIGHT BRAIN

part NOW BRAIN

SILVER OAK WEALTH PLANNING           DEN CO.

SMART GROWTH FORWARD           EST. 2022, USA.

WELCOME TO

SILVER OAK WEALTH PLANNING

" We act as a guide for our clients to help them realize the most intentional, peaceful and meaningful life moving forward." - Mark Candler
SOMETHING
TO REMEMBER

PART SUIT & TIE PART ROD & FLY

COLORADO taught us how to be prepared for anything.

Les brings decades of industry expertise and street smarts to Silver Oak clients. The core of his business includes investments, protection planning, estate and legacy planning, tax planning and business sussession planning. Let Les help you shine a light on the bright future of your wealth.

Dave is all about taking care of family. Yours and his. With nine beautiful children under his fatherhood umbrella, Dave knows that creating a financial plan that suits each clients unique situation is empowering. His obsessive nature comes in handy in all scenarios and his analytical chops are bar none.

Mark is a Coloradoan through and through. He has over 20 years of experience as a wealth advisor and is your first point of contact at Silver Oak. He is an avid fly fisherman and has a passion for protecting the natural waters of his backyard in Colorado. He brings that same focus and passion to helping clients build their financial future.

PART FUTURIST
‍PART REALIST

Life is a journey.  Wanna map?

Nobody can predict the future, but together we can proactively plan for it. Navigating economic challenges requires reacting in real time with smart, driven partners and outstanding financial tools. After all, you want to create a legacy for your loved ones and your community not just a healthy bank balance. Your story is unique. At Silver Oak Wealth Planning, let us map out a plan that’s future-proof.

PART FINANCIAL GENIUS PART GUT INSTINCT

WE TAME WEALTH WORRIES.

Let’s think about 2054. Or even the year 3000. Picture your wealth plan enriching those close to you and beyond. Imagine your hard work leaving a lasting impact on your community. Come share your values. Express your dreams and goals. Then let’s sit down together and start building. Because we believe the best way to face the future is face-to-face.

“The happiest people don’t have the best of everything, they just make the best of everything.” - Unknown
SOMETHING
TO REMEMBER

PART DATA CRUNCHING
‍PART CRYSTAL BALL

Your great-great-great
grandchildren will thank you.

You’ve done the difficult part. Let’s reimagine the future. We engage with successful, thoughtful families and businesses that want to understand how to live the most efficient financial life that’s in alignment with their values. We work in the areas of investment management, protection planning, tax mitigation, estate planning and business succession planning. We build the team to bring these areas together in a comprehensive, efficient plan. We provide our clients with a more peaceful, fulfilling life and enable them to live their financial life with intention.

Investment strategy

At Silver Oak Wealth Planning, we don't do it the same way everyone else does. We pay attention to the time-tested fundamentals of investing, but we also apply those ideas to current circumstances and utilize the most current tools to build a tax-efficient, non-correlated wealth building machine.

Protection Planning

We are here to help you evaluate and mitigate the risks in your life whether we provide the solution or not.  It’s your wealth – what a tragedy it would be to build something great and have circumstances beyond your control tear it all down.

Tax mitigation

The American capitalist system rewards those with the best teams and information, but very few wealthy families have a thoughtful comprehensive tax strategy. We assemble the best team, formulate a strategy to mitigate your lifetime tax bill, and educate you on changes to the law that can affect you.

Business Planning & Improvement

We partner with business owners to de-risk their business, increase sales and margins, improve leadership, and improve top and bottom line efficiencies, typically over a 2-3 year period. The result enables the business owner to either sell at a higher multiple or choose to keep the business, delegate, and find balance between work and personal life.

PART SCIENTIST
PART FINANCIAL SHERPA 

Bringing all the tools you need
to build your future.

It takes genius and grit to take your financial dreams to the next level. At Silver Oak we pledge to combine human skills with science to exceed your goals.You created your success your way. Why use a cookie-cutter approach to maximize your wealth? We will build a financial machine with a human touch to take care of everything and everyone that’s important to you. Let us take the weight off your financial worries with time-tested and future-forward wealth strategies.

“I am a greater believer in luck, and I find the harder I work, the more I have of it.” - Thomas Jefferson
SOMETHING
TO REMEMBER

NEXT STEPS, GIANT LEAPS

A 15 minute chat could last for generations
LET'S CHAT
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Maia Wealth is a registered investment advisor located in Colorado. Maia Wealth and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Maia Wealth maintains clients. Maia Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Silver Oak Wealth Planning at Maia Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Silver Oak Wealth Planning at Maia Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Silver Oak Wealth Planning at Maia Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Silver Oak Wealth Planning at Maia Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Maia Wealth, please contact the SEC, FINRA, or the state securities regulators for those states in which Maia Wealth maintains a filing. A copy of Maia Wealth’s current written disclosure statement discussing Maia Wealth's business operations, service, and fees is available from Maia Wealth upon written request. Silver Oak Wealth Planning at Maia Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Silver Oak Wealth Planning at Maia Wealth’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.‍

1401 17th ST, STE 850, Denver, CO 80202