The trust company provides a vital platform enabling us to provide depth, quality and breadth of service to our clients objectively.
Minneapolis, MN (PRWEB) June 14, 2013
White Oaks Wealth Advisors Inc, is an independent and private wealth management firm with offices in Minneapolis, Minnesota and Longboat Key, Florida. White Oaks serves high net worth individuals and families representing over $500 million of combined net worth.
Each year National Advisors Trust Company highlights advisors and awards firms who are recognized as top firms. This year White Oaks was one of 35 firms who represented the top quadrant and received a 2013 Trusted Advisor Award.
“We are proud to be recognized as a top firm by National Advisors Trust Co.” remarked Bob Klosterman, CEO of White Oaks Wealth Advisors, Inc. “We take our role as advisors seriously and and are grateful when our role as a firm is recognized. The trust company provides a vital platform enabling us to provide depth, quality and breadth of service to our clients objectively.”
White Oaks Wealth Advisors Inc. is a private, fee-only Wealth Management and Family Office 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, family office services, 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.