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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.
We are currently accepting new clients with investment assets of $2M or more.
Information that appears on this page should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. LinkedIn "likes" are not considered testimonials.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 5500 Wayzata Boulevard,
- Industry
- Investment Management
- Website
- whiteoakswealth.com
- Keywords
- Wealth Management, Fee-Only Financial Planning, Fiduciary, Financial Management, Retirement Planning, 401(k) Management, IRA Management, Tax Planning, Tax Optimization, Investment Management, Investment Strategy, Family Office Services, Employer Benefits Management, Trust Services, Trust Planning, Deferred Compensation, College Planning, 529 Planning, Equity, Inheritance.
- HQ
- Minneapolis, MN
White Oaks Wealth Advisors, Inc Questions
White Oaks Wealth Advisors, Inc's website is whiteoakswealth.com
White Oaks Wealth Advisors, Inc's LinkedIn profile is https://www.linkedin.com/company/whiteoakswealthadvisors
White Oaks Wealth Advisors, Inc has
4 employees.
View email and phone details for 4
employees at White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc's industry is
Investment Management
White Oaks Wealth Advisors, Inc's top competitors are
Watersedge Advisors,
Trust Point Inc.,
U.s. Bank,
Northwestern Mutual,
Hauge Wealth Management, Llc,
Dsb Rock Island,
Integra Shield Financial Group Llc,
White Oaks Investment Management, Inc,
Choreo,
Mariner.
White Oaks Wealth Advisors, Inc's categories are Investment Management
White Oaks Wealth Advisors, Inc's founding year is 1986
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Top White Oaks Wealth Advisors, Inc Employees
-
Micki Kastel, Certified Senior Advisor (CSA)®
Director Of Operations | Wealth…
Sarasota, Florida, United States, United States -
Laura Bereiter, CPA, PFS™, CFP®
Director Of Tax And Financial Planning…
Minneapolis, Minnesota, United States, United States1whiteoakswealth.com -
Sharon Bloodworth, CFP®
Ceo | Wealth Manager | Fee-Only…
Greater Minneapolis-St. Paul Area, United States, United States3mnopera.org, whiteoakswealth.com, whiteoakswealth.com2 +161245XXXXX
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