Client Care
Silver Oak Wealth Advisors has had a very rewarding experience of working with Bernard on behalf of various clients for over the past 2 years. We discovered early on that we share the same firm and personal values when it comes to client care. Bernard is attentive to every detail with the client's well-being foremost in mind. He is a pleasure to work with.
Cuting through the Chaos
When my mother and father passed within weeks of each other, I was left with a nightmare of different accounts, real estate holdings, trusts, pour over trusts, with expenses pertaining to the different assets that hadn’t been clearly categorized. Mr. Wesson came in and did an amazing job of unraveling all of the confusion, applying assets and expenses to the proper accounts, and providing the estate attorney with the entire backup necessary to settle the trusts and avoid any conflict between my half-brothers and sisters. I could never have been able to do this on my own, and due to Mr. Wesson, there was a significant savings to the estate in legal fees. (private client)
Trusted Advisor
Mr. Wesson has worked on a variety of matters for me personally and for my firm. He has done an outstanding job of coordinating my personal and business financials and providing materials for the mandatory disclosers in legal matters. In the process he also improved some of the firm’s internal financial procedures. Mr. Wesson always exhibits the highest standards of honesty and trustworthiness, and continues to be a trusted consultant, advisor and friend. I can highly recommend Mr. Wesson for any fiduciary services.
Our "go-to" Referral
Bernard Wesson is my "go-to" referral for my clients in need of organization in preparation for legal disputes. He works extremely well with clients and their legal counsel to organize and review the financial data that can shed light on the financial realities that are often at the heart of disputes in litigation. His work has forestalled the need for additional costly forensic accounting and has provided a path towards settlement. Amongst his greatest assets is his ability to communicate clearly and candidly about sensitive and highly confidential issues. Mr. Wesson's integrity is unassailable and his years of business experience bring a depth of knowledge and judgment that goes far beyond the numbers.
Integrity
I worked with Luiza Grigoryan for over three years at First Republic Bank. With over 20 years in banking, finance, and operations, her leadership was characterized by integrity, loyalty, and excellence. Clients and colleagues highly respected her professionalism, knowledge, and care. Now, as a trusted professional fiduciary serving our community, her dedication will continue to make a difference.
Trustworthy
I met Luiza many years ago and was struck by her attractive, personable, and sharp demeanor. As a customer, I depended on her, and she was far better than most bank managers. I questioned how long I could depend on her responsible, take-charge attitude. As time went on, my respect for her increased, and I supported her in exploring opportunities beyond the bank, trusting her instincts to lead her own path. She gained valuable skills along the way, and I was pleased to see her find a new direction. Luiza's trustworthy nature and keen instincts are well-suited for the fiduciary path.
Consistently Productive
Luiza brings professionalism and efficiency, ensuring smooth operations and meeting the needs of her clients. Her understanding of fiduciary processes and proactive problem-solving is invaluable. Her positive attitude and teamwork make her a true asset. I highly recommend Luiza and would work with her again.
Exceptional Professionalism
I had the pleasure of working with Luiza and can confidently say she is an exceptional professional. Her dedication and sharp understanding of financial operations were evident. She especially impressed me with her support in our personal and family fiduciary responsibility, organizing complex financial information clearly and accurately. Her attention to detail was a huge relief and time-saver. I highly recommend Luiza for roles valuing her skills in finance, organization, fiduciary and client support.
Building Relationships
I have known Luiza professionally and personally and am consistently impressed by her dedication and passion for building relationships. While many are drawn to finance for its rewards, her focus on client care motivates her. She naturally understands fiduciary administration and is driven to learn and grow, ensuring every client feels valued.