Caring for your finances like family.
Imagine buying a computer and being told that you can only choose from five of the ten options being offered. Even though the other options are the same price as the ones you are looking at, you are told they are reserved for the ultra-wealthy. In the investment world, you can end up in a similar situation. A person paying for retail investment services does not get access to the diverse menu of investment options that are out there. At White Oaks, we give clients access to the investment strategies of the ultra-wealthy.
What does it feel like to be a part of the White Oaks family? We never stop advocating for you:
- If you are a busy Fortune 500 executive, we monitor your equity compensation so you don’t have to. We also help you negotiate in and out of companies as your career progresses.
- If you are a business owner, we assist in optimizing taxes and planning your next stage in life. We will also make sure that if you die prematurely, there is a plan for the business and your family.
- If you are a non-financial spouse recovering from a divorce or death in the family, we can take care of everything – from your bills to your investment strategy. We will help release you from your fear of running out of money.
- If you are a woman investor and tired of being ignored, you won’t be here.
The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family.
White Oaks was established in 1986 by retired founder Bob Klosterman, who had a mission to simplify the complexities of wealth. To achieve that goal, he helped build a team that works from an unbiased lens and will always operate with your best interests in mind. Today, Sharon ensures that the White Oaks team is continually striving to improve our services by remaining up-to-speed on important market changes and the latest tools for becoming more financially secure. We love our work helping clients pursue a life well-invested.
White Oaks’ expertise is designed for individuals with more than $2,000,000 in investable assets (not including your home), and through our investment process, we give you access to the same investment diversification that a $100,000,000 client would have.