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Protecting What Matters. Building What’s Next.

At Quin Oaks, we partner with individuals, families, foundations, and businesses to align wealth with purpose – through long-term investment management and strategic planning.
Quin Oaks offers a specialized experience in developing a customized, results-focused financial strategy – tailored to help meet your priorities throughout each of your life’s major stages – from accumulation to distribution and legacy.

We believe successful client relationships begin with listening. That’s why our collaborative process is so successful. We focus on learning about what is most important to you, then help you clarify your priorities and goals. Once we have a clear picture of the life you want to live, we develop an investment plan to fit your  unique financial picture.

Our Team

We bring an extensive pool of experience to each client relationship, all centered around helping our clients achieve their most important financial goals.

Our Approach

Our team constructs diversified portfolios to both achieve your goals and reflect your tolerance for risk while optimizing risk-adjusted returns.

Wealth Management Solutions

Discover how we can help you with a variety of wealth management solutions.

The Quin Oaks Story

The name Quin Oaks came from the five oak trees that lined the driveway up to the farmhouse where David Clarke lived with his family when he was growing up. A couple of the most important things he learned while on the farm were the value of hard work and humility.

Quite simply, our relationships with our clients are built on trust. We have built this trust over the past 40 years through mutual respect, understanding, and dedication to our clients – by always being there for our clients and paying attention to what they need, and by providing them with only the highest quality information, services, and products to help them reach their goals.

Contact Us

We welcome the opportunity to meet with you to learn more about your wealth management needs and goals, and we look forward to discussing how we can serve as a resource to help you develop strategies designed to achieve your objectives. Please contact us today to schedule a confidential, no-obligation portfolio review or private consultation.

Quin Oaks Investment Group

25 Orinda Way
Suite 308
Orinda, CA 94563
Local Phone: (925) 885-8965
gena@quinoaks.com