White Oaks Releases 'MyWhiteOaks' App

Share Article

‘MyWhiteOaks’ mobile app is now available on the Apple App Store and Google Play for clients of White Oaks.

News Image
The app is a further extension of our mission which is to simplify the complexities of wealth for our clients.

For some time the White Oaks companies have offered secure document storage and retrieval for client documents via its White Oaks Private Vault. The new and free app, called 'MyWhiteOaks' can be downloaded via iTunes and Google Play.

“The app provides an ease of use and acts as a quick reference and bookmark to access personal information in a secure manner” remarked Sharon Bloodworth, President of White Oaks Wealth Advisors. Founder Bob Klosterman said “the movement to mobile devices is undeniable and inherent in the White Oaks culture to provide its clients a secure repository to simplify their document needs. The app is a further extension of our mission which is to simplify the complexities of wealth for our clients.”

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 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Michaela Larson
Visit website