Broker Check
White Oak Wealth Partners
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Dedicated to Helping Business Owners and Executives
Create Financial Roadmaps For The Future

White Oak Wealth Partners is a boutique wealth management firm based on the principles of integrity, trust and meaningful relationships. We serve individuals, families and business owners with a focus on creating targeted financial strategies to help our clients achieve their long-term financial goals.

Our desire is to build long-lasting partnerships with a select group of like-minded clients who share our commitment to excellence and a sincere desire to build stronger futures for their families, their communities and themselves.

White Oak Wealth Partners understands the hard work, sacrifice and commitment that comes with owning a business. Our goal is to help you define your priorities, organize your financial life, and coordinate all of the moving parts so you always understand exactly where you are and where you are going.

Helpful Content

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos arrow