Employees: 18
Location: Las Vegas, NV
Broker-Dealer: N/A
Custodians: Schwab Advisor Services & TD Ameritrade Institutional
Top Executive: Jennifer Davis, Managing Partner
SkyOak Wealth of Las Vegas, NV boasts an impressive Volunteer Time Off policy. Not only does the firm offer 40 hours per year, but SkyOak also encourages its employees to serve on boards of local nonprofits, which does not count towards VTO. Last year, 83% of employees sat on at least one nonprofit board. The firm also offers a matching gift of up to $3,500 for its employees to utilize throughout the year. The firm matched over $49,000 of employee donations to charity during its last fiscal year.
Two years ago, SkyOak Wealth began its “Financial Plan – sell one – give more” program. For every financial plan they sell, they give at least one to someone in need at no cost. Each year they choose a different cause to support. In the program’s first year, financial plans were donated to cancer survivors and in its second year, they were donated to wounded warriors. To date, SkyOak has donated over 45 plans.
