WHITE OAKS WEALTH ADVISORS

White Oaks Wealth Advisors is the wealth management and financial planning firm for high net worth clients from Minneapolis-St. Paul, MN, Sarasota, FL and beyond... 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... 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..

Also known as: White Oaks, White Oaks Wealth Advisors, Inc.

Primary location: Sarasota United States