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.
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
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Tips on insuring your teen driver.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
However exciting retiring abroad may sound, it deserves considerable planning.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Tax preparation may be the perfect time to give the household budget a check-up.
In the face of divorce, making changes to insurance coverage may be overlooked.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Make your retirement as exciting as your next vacation.
There are hundreds of ETFs available. Should you invest in them?
Do you know how to set up your financial goals for success? This knight does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.