The synergies that will be realized with this combination are significant and will add a great deal of value for clients of both firms.
(PRWEB) February 1, 2011
White Oaks Wealth Advisors, Inc.’s CEO Bob Klosterman commented “ This acquisition will add to our capabilities in the Multi-Family Office space. Intrinzia has an excellent reputation and its team expertise will add significantly to our capabilities.” Vice-President Sharon Bloodworth added “The synergies that will be realized with this combination are significant and will add a great deal of value for clients of both firms.” Cindy Calderon of Intrinzia said in a statement to her clients - “I believe Bob and Sharon share the same grounding, wholesome values that are part of Intrinzia’s brand and what our clients expect.”
White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management firm with in 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.
Intrinzia is a Multi Family Office headquartered in Minneapolis, MN serving an exclusive high net worth clientele. The Intrinzia team is made up of a highly qualified staff with extensive experience in providing financial operations, accounting and portfolio management ,organizing clients’ financial paperwork, providing bookkeeping services, and facilitating clients’ understanding of their financial data to better inform their decision-making.