White Oaks Wealth Advisors
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
80 S 8th St Ste 1725, Minneapolis, Minne...Phone Number
(612) 455-6900Website
www.whiteoakswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2
About White Oaks Wealth Advisors
White Oaks Wealth Advisors is a wealth management and financial planning firm catering to high net worth clients in Minneapolis-St. Paul, MN, Sarasota, FL, and beyond. Founded in 1986, the firm offers a range of services including fee-only financial planning, investment management, and family office services, emphasizing a client-focused approach. They provide access to investment strategies typically reserved for ultra-wealthy families and operate independently to select from a wide array of investment options. The team, with over 100 years of collective experience, is dedicated to simplifying wealth management for their clients.Explore more
White Oaks Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$6.7M
11-50
Private
<$5M
2015
Company Profile Activity
Activity Insights
White Oaks Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
White Oaks Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about White Oaks Wealth Advisors.
White Oaks Wealth Advisors Tech Stack
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White Oaks Wealth Advisors News & Media
White Oaks Wealth on Top 12 Best Wealth Managers and Financial Advisors List
AdvisoryHQ included White Oaks Wealth Advisors in its list of 12 Best Financial Advisors in Minneapolis. The firm has won the award multiple years and is honored to be included in this exclusive award for 2020. (PRWeb April 29, 2020) Read the full story at https://www.prweb.com/releases/white_oaks_wealth_on_top_12_best_wealth_managers_and_financial_advisors_list/prweb17084428.htmKristin Baker of White Oaks Wealth Advisors Offers Insight on Refinancing Your Home
Kristin Baker of White Oaks Wealth Advisors was asked by CNBC to discuss how to refinance a personal residence. (PRWeb July 25, 2019) Read the full story at https://www.prweb.com/releases/kristin_baker_of_white_oaks_wealth_advisors_offers_insight_on_refinancing_your_home/prweb16465451.htmKristin Baker of White Oaks Wealth Advisors Discusses Home Refinancing
Kristin Baker of White Oaks Wealth Advisors was asked by CNBC to discuss considerations when refinancing a personal residence. (PRWeb June 20, 2019) Read the full story at https://www.prweb.com/releases/kristin_baker_of_white_oaks_wealth_advisors_discusses_home_refinancing/prweb16388912.htmWhite Oaks Wealth Promotes Laura Bereiter to Director of Tax and...
White Oaks Wealth Advisors, Inc. announces the promotion of Laura Bereiter, CPA, CFP® to Director of Tax and Financial Planning. (PRWeb May 17, 2019) Read the full story at https://www.prweb.com/releases/white_oaks_wealth_promotes_laura_bereiter_to_director_of_tax_and_financial_planning/prweb16315708.htm
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Frequently Asked Questions Regarding White Oaks Wealth Advisors
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White Oaks Wealth Advisors is a wealth management and financial planning firm catering to high net worth clients in Minneapolis-St. Paul, MN, Sarasota, FL, and beyond. Founded in 1986, the firm offers a range of services including fee-only financial planning, investment management, and family office services, emphasizing a client-focused approach.... Read More
