Disclosures

As a fee-only firm, we believe transparency of relationships and fees helps build trust with our clients. 

Please use the links on this page to access our disclosure forms.

 

Part 2A, Part 2B & Privacy Policy

ADV Part 2A and 2B

View the Form

ADV Part 3

ADV Part 3

View the Form

White Oaks Over the Years

See how White Oaks Wealth Advisors logo has evolved over the years since being founded in 1986.

 

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.