Wealth Management Firm White Oaks Named Top Dog for Remarkable Eighth Consecutive Year
White Oaks makes it a perfect eight for eight -- eight lists compiled by Wealth Manager magazine and a top finishes each time. The company is a financial advisor for high net worth individuals and has offices in Minneapolis and Sarasota.
Minneapolis, MN (PRWEB) July 10, 2008 -- White Oaks Wealth Advisors, Inc. a fee-only wealth management firm with offices in Minneapolis, MN and Sarasota, FL for the 8th year in a row has been named to Wealth Manager Magazine’s prestigious “Top Dogs” list of financial advisors for 2008. The list recognizes the top independent wealth management firms across the nation and has been done annually for 8 years.
“We have one of the best teams we’ve ever had,” commented Bob Klosterman, president and CEO of White Oaks Wealth Advisors, Inc., “and this recognition is a tangible reflection of our commitment to our clients.
“We are very proud to have this recognition,” he added.
Sharon Bloodworth, vice-president of White Oaks said, “Our growth is a reflection of how our teamwork meets client’s needs and their helping us with a stream of referrals to continue building.”
About White Oaks Wealth Advisors
White Oaks Wealth Advisors, Inc (www.whiteoakswealth.com) is a private, fee-only wealth management firm with offices in Minneapolis, MN and Sarasota FL that specializes in simplifying the complexities of wealth management for upper net worth individuals. The firm offers a team of financial advisors 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 wealth management 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.
###
Post Comment:
Trackback URL: http://www.prweb.com/pingpr.php/SW5zZS1DcmFzLUVtcHQtVGhpci1FbXB0LVNpbmctWmVybw==
Bookmark -
Del.icio.us |
Furl It |
Technorati |
Ask |
MyWeb |
Propeller |
Live Bookmarks |
Newsvine |
TailRank |
Reddit |
Slashdot |
Digg |
Stumbleupon |
Google Bookmarks |
Sphere |
Blink It |
Spurl
|
