Wealth Management

Serving Clients from Sarasota to Venice, and beyond

The Wealth Management process at White Oaks is certified financial planning on steroids! While a financial plan provides the base for a course of action, it is merely the beginning point for a true Wealth Management and Wealth Preservation Plan. More often than not, busy people with wonderful intentions put the effort into developing a good plan, but get distracted by the issues of everyday life. White Oaks Wealth Advisors will provide structure and the resources to assist in the implementation and ongoing development of a plan to achieve your dreams. As your Personal Chief Financial Officer (CFO), the White Oaks team mission is to manage the complex interactions of tax, investment, risk management, wealth transfer, wealth preservation and putting relevant strategies in place the will use your financial resources as a tool to improve your life, not only financially, but by meeting your values as well. This often will includes banking relationships, tax preparation and coordinating with attorneys and other professional advisors and resources. An uncoordinated plan is simply a bunch of disparate pieces. A coordinated plan is an engine of financial progress and a tool to meet your goals and dreams consistent with your values.

White Oaks’ certified financial planners (CFP), CPA and Charted Financial Analyst( CFA), working as a team, will assist in the implementation of your portfolio management and tax planning. In addition, as your Personal CFO, the team will review the risk and coverage of your insurance programs, review and recommend changes in your benefit packages (including stock options) and provide a process to review and update important estate planning documents. There hundreds/ thousands of great strategies. Of course, not all are appropriate for you. As your Personal CFO, our role is to make sure the plan/strategy tactics fit together and helps improve your overall financial security in a practical and effective manner. In other words, we help do the sorting and sifting and will be there to keep you up to date with by asking the right questions to keep you moving toward your goals.

White Oaks serves clients globally from offices in the Minneapolis-St. Paul metro area and the Gulf Coast of Florida from our Longboat Key/Sarasota office.

Get Started

Contact us or use the button below to schedule your no-obligation, “Right Fit” meeting to see if we are the right fit for your wealth management needs.

Investment strategies are provided by White Oaks Investment Management, Inc.

Crash Test Your Portfolio

Is Your Investment Portfolio Ready for the Next Downturn?

Volatility in our existing client's portfolios has been very important to evaluate.
Schedule your free crash test portfolio review now to ensure your portfolio can handle unexpected spikes in the market.