We have worked hard to ensure the trust and confidence of our clients and we will continue to ensure the health of our clients wealth.
Minneapolis, MN (PRWEB) July 11, 2009
Wealth Manager Magazine has named White Oaks Wealth Advisors, Inc. a top wealth manager for the 9th consecutive year. Wealth Manager conducted a survey with more questions this year than ever - 47 to be exact, including 6 years of ADV-reported assets. More than 500 firms were surveyed and 407 firms made the ranking list of Top Wealth Managers (formerly the Top Dogs).
"White Oaks is proud to be recognized for the 9th consecutive year," commented Bob Klosterman, President and CEO of White Oaks Wealth Advisors, Inc. "With the current economic crisis and financial scandals, White Oaks' long-standing strengths and capabilities are confirmed." Sharon Bloodworth, Vice-President and Partner of White Oaks remarked, "We have worked hard to ensure the trust and confidence of our clients and we will continue to ensure the health of our clients wealth."
Kathleen M. McBride of Wealth Manager Magazine also indicated the heightened level of stress the economy is in by stating, "Wealth managers and their clients have come through the most wrenching financial storms most people can fathom, while at the same time the world has seen some of the largest and most outrageous financial swindles of all time exposed. While almost no one has been left untouched, some wealth managers are coming back stronger than ever, even though many are smaller."
White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management firm within Minneapolis, MN 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.