Services / Wealth Management

Managing complexity to improve your financial health.

As people, we often leave ourselves until last. We are too busy with our work and families to think about all the details of our financial lives. We know going to a doctor, a personal trainer and a wealth manager all have a positive impact on the areas those professionals oversee.

When new clients come to us, we find significant improvements we can make across many areas to help them optimize their financial health. White Oaks provides structure and resources to assist in the implementation and ongoing development of a plan to achieve your dreams.

Our planning is both defensive and proactive. In the defensive bucket, we ensure your assets and your family’s goals are protected using insurance and proper estate planning. Looking ahead, we are designing savings strategies, optimizing equity compensation, crafting wealth transfer plans, reviewing tax opportunities, addressing income needs, and helping achieve charitable and legacy desires. The list goes on, and in fact, it never ends. It is a continuous circle of making sure that you are optimizing each area of your financial life.

You are not working with one person at White Oaks – you are working with a team. That team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, a Certified Public Accountant (CPA) and a Charted Financial Analyst® (CFA). Together, these individuals assist in the implementation of your portfolio management and tax planning. In addition, the team will review the risk and coverage of your insurance programs, review and recommend changes in your benefit packages (including equity compensation) and provide a process to review and update important estate planning documents. There are hundreds and thousands of great strategies. Of course, not all are appropriate for you. Our role is to make sure the strategy chosen fit together and are kept up to date by asking the right questions to keep you moving toward your goals.