Life.
Well Invested.
We simplify the complexities of wealth so you have more time for what really matters.
The White Oaks Difference
Team Approach
We are not just a team – we call ourself a family. Founded in 1986, we are a high functioning, client-focused group of individuals with over 100 years of collective industry experience. We hold the most respected designations in our industry, which allow our clients to work directly with experts in many fields.
The White Oaks Difference
Team Approach
We are not just a team – we call ourself a family. Founded in 1986, we are a high functioning, client-focused group of individuals with over 100 years of collective industry experience. We hold the most respected designations in our industry, which allow our clients to work directly with experts in many fields.
Investment Strategy
There are three factors that make us unique: we model ourselves on the investment philosophy of ultra-wealthy families – our clients have broader access to investments; we are fiercely independent – we can choose from any investment in the universe; and we are the investment committee – you talk to the decision makers.
Fee-Only & Fiduciaries
Fee-only means that we are compensated by fees for assets under management. We do not sell products or insurance, and we do not receive commissions. We were one of the earliest adopters of this model in the 1990s because we believe clients deserve the purest relationship.
Family Office
Our family takes care of you and your family. We offer an optional suite of services including risk management, bill pay and personal financial statements, tailored to your needs. This means we can take care of clients who prefer to delegate financial and family management.
We give clients access to investment strategies normally reserved for the ultra-wealthy.
What got you here may not get you there. We are fiercely independent and can choose from any investments in the universe. We believe that the traditional mix of bonds and stocks may not be adequate to reduce volatility and to provide enough income throughout retirement.
We model ourselves on the investment process and philosophy of the ultra-wealthy, for those who qualify. We employ alternative investments, when appropriate, to provide steady income and portfolios that are less correlated to the stock market.
Our Team
“We have a stellar, seasoned team who make your life easier and give you peace of mind. We love what we do!”
Sharon Bloodworth, CE0, CFP®
Our success is truly measured by the longevity and quality of our client relationships.
