Life.

Well Invested.

We simplify the complexities of wealth so you have more time for what really matters.

 
Team Approach Investment Strategy Fee-Only & Fiduciaries Family Office
 

The White Oaks Difference

Team Approach

We are not just a team – we call ourself a family. Founded in 1986, we are a high functioning, client-focused group of individuals with over 100 years of collective industry experience. We hold the most respected designations in our industry, which allow our clients to work directly with experts in many fields.

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The White Oaks Difference

Team Approach

We are not just a team – we call ourself a family. Founded in 1986, we are a high functioning, client-focused group of individuals with over 100 years of collective industry experience. We hold the most respected designations in our industry, which allow our clients to work directly with experts in many fields.

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Investment Strategy

There are three factors that make us unique: we model ourselves on the investment philosophy of ultra-wealthy families – our clients have broader access to investments; we are fiercely independent – we can choose from any investment in the universe; and we are the investment committee – you talk to the decision makers.

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Fee-Only & Fiduciaries

Fee-only means that we are compensated by fees for assets under management. We do not sell products or insurance, and we do not receive commissions. We were one of the earliest adopters of this model in the 1990s because we believe clients deserve the purest relationship.

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Family Office

Our family takes care of you and your family. We offer an optional suite of services including risk management, bill pay and personal financial statements, tailored to your needs. This means we can take care of clients who prefer to delegate financial and family management.

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We give clients access to investment strategies normally reserved for the ultra-wealthy.

What got you here may not get you there. We are fiercely independent and can choose from any investments in the universe. We believe that the traditional mix of bonds and stocks may not be adequate to reduce volatility and to provide enough income throughout retirement.

We model ourselves on the investment process and philosophy of the ultra-wealthy, for those who qualify. We employ alternative investments, when appropriate, to provide steady income and portfolios that are less correlated to the stock market.

Our Team

White Oaks Wealth Advisors Team

Meet Our Experts

“We have a stellar, seasoned team who make your life easier and give you peace of mind. We love what we do!”

Sharon Bloodworth, CE0, CFP®

 

Our success is truly measured by the longevity and quality of our client relationships.

Let’s Get Connected

Wealth Advisor Clients on Beach

Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

White Oaks Wealth Advisors, Inc. (“WOWA”) is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WOWA in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WOWA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.