Wealth Management

The White Oaks Wealth Management process 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. This will likely include banking relationships, tax preparation and coordinating with attorneys and others.

White Oaks’ certified financial planners will assist in the implementation of your portfolio management and tax planning.  We 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. In other words, we will keep up to date with your current situation and ask the right questions to keep you moving toward your goals.

Get Started

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