Helping Women Executives Fly Since 1986

Questions if you are with the right financial advisor?

Wondering about your incentive plans and tax strategy?

White Oaks Wealth Advisors is the largest 100% woman-owned, independent investment firm in MN.  With a $2,000,000 investment minimum our clients are Fortune 500 key executives and CEOs. Holding the highest professional designations (CFA, CPA, CFP®), we help you strategize your financial future, maximize your stock options and incentive plans and connect you to the best resources available.

Learn more about our specialized services for business executives.

See how protected and prepared you are. Take our brief self assessment for business executives.

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