White Oaks Wealth Advisors is the firm of choice for high net worth individuals and families.
Our experienced team will help you protect, grow and transfer your wealth.

Our Approach to Wealth

We simplify the complexities of wealth to enhance your life and give you your time back.

Our unique processes are specifically designed for high net worth individuals and families.

Contact our offices in Minnesota or Florida to schedule a "Right Fit" meeting to see if our firm is right for you.