White Oaks Named to Top Wealth Manager Listing

Share Article

White Oaks Wealth Advisors, Inc Named To Prestigious Five Star Wealth Manager Listing by Mpls St. Paul Magazine

This recognition exemplifies the team effort of every person at White Oaks

Mpls St.Paul Magazine has named White Oaks Wealth Advisors, Inc to its "Minnesota's 'Five Star Wealth Manager' list. The list was developed from the results of a survey of over 46,000 high net worth residents in the Twin Cities area. This was complimented by 5,000 surveys being sent to leaders in the financial services companies industry.

The surveys asked the respondents to evaluate only wealth mangers whom they knew from personal experience and to rate them on nine criteria that included customer service, integrity, knowledge/expertise, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction. Final recommendations were reviewed by a "blue ribbon" panel made up of knowledgeable individuals from the financial services industry. The Five Star Wealth Manager list represents the top scoring wealth mangers that comprise 4% of the industry in Minnesota.

"This recognition exemplifies the team effort of every person at White Oaks" remarked Bob Klosterman, President and CEO of White Oaks Wealth Advisors, Inc. Sharon Bloodworth Vice-President of the company added "We are very proud of this recognition as it comes from our client's recognition of the value of our services and we are honored to have the opportunity to work with them"

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.


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Robert Klosterman

Robert Klosterman
Visit website