White Oaks Wealth Advisors

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Financial Planning Consultants, Accounting Services, Financial Planners

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22 Years

in Business

(612) 455-6900Call Visit WebsiteVisit Website Map & DirectionsDirections80 S 8th St Ste 1725Minneapolis, MN 55402 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	7:00 am - 5:00 pm

White Oaks Wealth Advisors

Tax Planning
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.

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Places Near Minneapolis with Financial Planning Consultants

Mendota (13 miles)
Lilydale (13 miles)
Saint Paul (15 miles)

More Info

Extra Phones

Phone: (612) 455-6901

Fax: (612) 455-6901

Location

IDS Center

Neighborhoods

Downtown West, Central Minneapolis

AKA

White Oaks Wealth Advisors, Inc

Other Links

http://www.whiteoakswealth.com

https://www.whiteoakswealth.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (612) 455-6900

Address: 80 S 8th St Ste 1725, Minneapolis, MN 55402

Website: http://www.whiteoakswealth.com

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White Oaks Wealth Advisors

Tax Planning
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.
Tax Services
Income Tax

Investment Management
Fees for our services are determined carefully so that they are tailored to our clients’ specific needs and are competitive in the marketplace. Our firm investment management portfolio minimum is $2,000,000, and can be waived at our discretion.
Wealth Management
White Oaks recognizes that to effectively serve the total wealth management and preservation needs of our clients, for both current and future generations, trusts are an important component.

Accounting Services
Payroll Services

Financial Planning
Financial planning appears to be the uninteresting cousin of the flashy investment star. However, investing without planning is like driving a car with your eyes closed. We believe both are equally important.
Retirement Planning
Asset Management
With the White Oaks family office services, you gain years of experience, expertise and the high-quality service that you would expect as a family office client. The development and implementation of private asset management techniques and strategies are specifically tailored for your unique objectives, needs and dreams.

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