White Oaks Wealth Advisors, Inc Releases White Paper on Risk

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What is risk and do investors understand the consequences of the actions they are taking with their investment portfolios? Sharon Bloodworth of White Oaks Wealth Advisors examines some choices investors are facing.

Sharon Bloodworth, Vice President

The paper explores the risk from the perspective of the ability to meet ones financial goals rather than simply the volatility of a portfolio

White Oaks Wealth Advisors, Inc. a Minnesota based fee-only wealth management firm with offices in Minneapolis and Sarasota, Florida has released a white paper entitled "The True Meaning of Risk". The paper, authored by Sharon Bloodworth, Vice-President of [White Oaks Wealth Advisors, examines the various types of risk encountered by individuals in developing their wealth management strategy.

"The paper explores the risk from the perspective of the ability to meet ones financial goals rather than simply the volatility of a portfolio" remarked Bloodworth. "A one dimensional view of risk in wealth management can lead to unintended consequences and it is my hope to broaden peoples perspectives in their wealth management needs."

White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management] firm with offices in Minneapolis, MN and Sarasota FL that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, [investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com" "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.

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Robert Klosterman
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