WHITE OAK FINANCIAL MANAGEMENT

White Oak is a fee-based, discretionary investment management firm for individuals and small businesses. Our game plan for investing is logical, organized and disciplined... Trusts can be an important component of clients' financial lives. Living trusts are a common component of estate planning; charitable remainder trusts are popular with philanthropic-minded clients; and an irrevocable life insurance trust can help efficiently transfer assets to the next generation. White Oak is experienced working with these, and other, kinds of trusts.

Also known as: White Oak, White Oak Financial Management, Inc.

Primary location: Asheville United States