White Oaks Wealth Advisors

White Oaks Wealth Advisors is a wealth management firm based in Minneapolis, Minnesota. Established in 1986, the firm assists in the implementation of its client's portfolio management, tax planning, reviews the risk and coverage of insurance programs, review and recommend changes in benefit packages (including stock options) and provide a process to review and update important estate planning documents of its clients. The company provides services which include wealth management, family office, financial planning, investment management and trust services. The assets of the firm are managed and governed by an executive management team.