Our clients know that our top priority is helping to achieve their goals.
SARASOTA, Fla. (PRWEB) July 23, 2018
For White Oaks’ Founder, Robert Klosterman and CEO, Sharon Bloodworth, delivering sound and objective advice is the very core of White Oaks. The firm prides itself on creating an elevated experience and an unsurpassed service level to clients.
Robert states, “White Oaks success is the result of a great team of professionals, working together effectively to provide the outcomes for our clients that result in great client persistency, asset growth and client referrals. It is great to be part of it and our growth is a tangible outcome of the team culture and skills we bring to the table.”
Sharon adds, “White Oaks is thrilled to once again be on the list of top companies in the Gulf area. It is a testament to the dedication of our team to exceeding client expectations that resulted in this accolade. Our clients know that our top priority is helping to achieve their goals and we work diligently at it every day.”
The listing ranks the top 500 from nine Southwest FL counties by revenue and highlights winners in the following categories: fastest growing, largest employer, the top executive and type of work each company does.
Check out White Oaks Investment Management in the Business Observer’s “Top 500 Companies” in late August.
White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. are private, fee-only Wealth Management and Family Office firms within Minneapolis, MN and Longboat Key, FL that specialize 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, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.