Top 10 Reasons White Oaks Rocks for You!
10. Over 100 years of combined team experience helping clients improve their lives financially.
9. Comprehensive offering of services including investments, planning and risk management.
8. Nationally respected as evidenced by numerous awards and recognition.
7. Investment strategies designed with the high net worth investor in mind.
6. Twelve years of audited investment performance by an independent accounting firm.
5. Experienced team consisting of two CERTIFIED FINANCIAL PLANNER™(CFP®) professionals, a Chartered Financial Analyst® (CFA®), a Certificate in Investment Performance Measurement (CIPM®), a Certified Senior Advisor (CSA®) and CPA.
4. Our entire team works on your situation for 360 degree solution development.
3. Independent, private company with no quotas or earnings pressure driving decisions.
1. Acting as a fiduciary, in your interest, ALL THE TIME!