For Individuals & Families

Serving Clients Globally from Minnesota and Florida.

White Oaks Wealth Advisors helps individuals and families simply the complexities of wealth so you can achieve your financial goals while enjoying life. As a boutique, independent firm we are able to provide straightforward, objective guidance using our fee-only model. This ensures that our services are aligned to your goals, and your financial wellbeing is our sole objective.

Financial Planning

A worthy destination needs a solid plan to allocate resources in the best way possible. A solid financial plan prepared by a fee-only, CERTIFIED FINANCIAL PLANNER™ will focus on your hopes, dreams and aspirations with regards to long-term financial independence, including tax planning, setting aside resources for educational costs, philanthropy, and wealth preservation techniques to benefit those your care about.

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Investment Management

The White Oaks philosophy is based on decades of investment management experience, follows the evidence of academic findings and has a belief that a well-diversified strategy will likely provide the best outcome. White Oaks offers a variety of fund options to suit investors needs, and seeks to reduce volatility when possible. Our Investment Management portfolio minimum is $2,000,000.

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Wealth Management

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 that will use your financial resources as a tool to improve your life, not only financially, but by meeting your values as well.

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Family Office Services

In our role as the Chief Operating Officer and guardian of you and your family’s private asset management objectives, our team will work consistently, both proactively and reactively, to provide the level of service that allows you the freedom and flexibility to pursue your other interests with confidence.

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Trust Services

White Oaks recognizes that to effectively serve our clients, now and for future generations in their total wealth management and preservation needs, trusts will be an important component. Trusts can be used for various reasons and include the following:

  • Irrevocable Life Insurance Trusts
  • Irrevocable Trusts
  • Revocable Trusts
  • Charitable Trusts
  • Special Needs Trusts

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Private Bank & Private Vault

White Oaks Wealth Advisors offers its clients access to the White Oaks Private Bank for bepsoke banking needs, and White Oaks Private Vault for secure document storage and retrieval whether you’re at home or traveling.

Please note that listed awards may not be reflective of any one client’s experience and may not be indicative of future performance. Please see award criteria and methodology linked below.

Award Disclosures