Sharon Bloodworth, CFP® contributes her advice in financial planning steps an employee nearing retirement can take. https://lnkd.in/dWbnsQ6E #whiteoakswealth #forbesfinancecouncil #retirement
White Oaks Wealth Advisors, Inc
Investment Management
Minneapolis, MN 177 followers
Life. Well Invested. We simplify the complexities of wealth so you have time for what really matters.
About us
The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family. White Oaks was established in 1986 by retired founder Bob Klosterman, who had a mission to simplify the complexities of wealth. To achieve that goal, he helped build a team that works from an unbiased lens and will always operate with your best interests in mind. Today, Sharon ensures that the White Oaks team is continually striving to improve our services by remaining up-to-speed on important market changes and the latest tools for becoming more financially secure. We love our work helping clients pursue a life well-invested. We are currently accepting new clients with investment assets of $2M or more. Information that appears on this page should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. LinkedIn "likes" are not considered testimonials.
- Website
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http://www.whiteoakswealth.com
External link for White Oaks Wealth Advisors, Inc
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Minneapolis, MN
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Wealth Management, Fee-Only Financial Planning, Fiduciary, Financial Management, Retirement Planning, 401(k) Management, IRA Management, Tax Planning, Tax Optimization, Investment Management, Investment Strategy, Family Office Services, Employer Benefits Management, Trust Services, Trust Planning, Deferred Compensation, College Planning, 529 Planning, Equity, and Inheritance
Locations
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Primary
Get directions
5500 Wayzata Boulevard
Suite 1035
Minneapolis, MN 55416, US
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Get directions
1717 2nd Street
Suite C
Sarasota, FL 34236, US
Employees at White Oaks Wealth Advisors, Inc
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Sharon Bloodworth, CFP®
CEO | Wealth Manager | Fee-Only Financial Planner | Investment Strategy | Stock Option Strategy | Wealth Transfer | Tax Planning Advice | High Net…
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Micki Kastel, Certified Senior Advisor (CSA)®
Director of Operations | Wealth Management | Fee-Only Financial Planning | Investment Strategy | Member Greater Sarasota Chamber of Commerce
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Laura Bereiter, CPA, PFS™, CFP®
Director of Tax and Financial Planning | Wealth Management | Equity Compensation Advice | Fee-Only | Investment Strategy
Updates
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If you know Laura Bereiter, CPA, PFS™, CFP®, you know she loves a good Peloton Interactive workout. She is equally as passionate about helping her clients and those around her build wealth. Laura explains how wealth and wellness overlap more than you might think in the post below. https://lnkd.in/gVDDiP_B #wealthandwellness #whiteoakswealthadvisors
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Our team recognizes the importance of a financial plan, and we've seen many common oversights in working on plans with our clients. Laura Bereiter, CPA, PFS™, CFP® shared some of those learnings in an article with Financial Advisor Magazine this week. https://lnkd.in/g2wkZMvE #whiteoakswealthadvisors #financialplan #financialadvisors
Helping Pre-Retirees Avoid Serious Blunders
fa-mag.com
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Happy Thanksgiving from the White Oaks Family! Wishing our wonderful clients the happiest of Thanksgivings from the White Oaks team: Sharon, Laura, Micki, Alex, Cyndi and Meryl! We thank our lucky stars every single day for the privilege and pleasure of working with you and deeply appreciate the trust and care you place in our hands. Sending love from our families to yours at this festive time!
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You don't have to navigate finances on your own! Partner with Laura Bereiter, CPA, PFS™, CFP® and the rest of the White Oaks team to work through life's wide array of puzzles. #whiteoakswealthadvisors #financialplan
Director of Tax and Financial Planning | Wealth Management | Equity Compensation Advice | Fee-Only | Investment Strategy
I have a confession: I’m addicted to The New York Times puzzles. I love Tiles, Connections and The Daily Crossword, but my favorite is, without question, The Daily Mini. Every day, Dan Bereiter, Parker Nickolay and I compete to see who can finish it the fastest. It’s fun, it’s frustrating, and it’s family-bonding – who doesn’t love that?! Financial plans are essentially puzzles, and I think that’s why I enjoy my job as much as I do. Every financial plan is a new puzzle for me, whether it’s a plan being started from scratch or a decades-old plan that needs a few updates. The best part is that I don’t work on these puzzles by myself. I collaborate with my clients and their other trusted advisors to solve puzzles that evolve as we work on them and ones that have many possible solutions. It can be a challenge, but the most rewarding one. The next time you’re stuck on your favorite puzzle or feeling overwhelmed by a big financial decision, remember this: puzzles aren’t meant to be done alone, and neither are financial plans. #neverpuzzlealone #financialplan #whiteoakswealthadvisors
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With the ever-increasing volume and complexity of cyber threats, it’s essential to implement best practices to protect your digital assets and personal information. Micki Kastel, Director of Operations, will explore some of the most effective cybersecurity best practices to help you safeguard your online presence. #cybersecurity
Cybersecurity Best Practices: Protecting Your Digital World
https://www.whiteoakswealth.com
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We are a proud sponsor of the 2023-2024 season of the The Sarasota Ballet, and we are even prouder to support our wonderful employees' personal interests and passions. Bravo, Micki! #whiteoakswealthadvisors #sarasotaballet
Director of Operations | Wealth Management | Fee-Only Financial Planning | Investment Strategy | Member Greater Sarasota Chamber of Commerce
I grew up in a town with a population of 317. Access to the arts was nearly nonexistent. It wasn’t until my early 20s that I discovered the art of movement and sound together. Once it’s in you, it doesn’t leave you. When I moved to Sarasota 5 years ago, I began attending The Sarasota Ballet performances. In 2022 joined the Relevé Society, a network of ballet enthusiasts who advocate for performing arts. Last week I shared the impact that ballet has made in my life at the Elevate Rooftop event to kickoff the 2023-2024 season. Cultivating passions not only enriches our lives but can also open doors to new cities, help us forge meaningful friendships, and foster connections that transcend boundaries. Thank you to the Sarasota Ballet staff Rachael Fisk, Lauren Stroman, MS, CFRE, Amy Wensley, Melissa McCoy, CFRE, CFRM
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We had the pleasure of Peter Sorensen joining us for that past 11 weeks as our summer intern. In honor of his last day this week, we asked him a few questions that had nothing to do with spreadsheets, investments or trading. - What is the best holiday in your opinion? Thanksgiving - Share a cheesy joke: Why did the obtuse angle go to the beach? Because it was over 90 degrees. - What is one color you'd dress in for the rest of your life? Navy blue As he goes back to college and continues to explore career options, what advice do you have to share with Peter? Extra shout-out to Alex Duty, CFA, CIPM for his mentorship during Peter’s time with us!! #intern #whiteoakswealthadvisors #careeradvice
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We are fortunate to have Sharon Bloodworth, CFP® as our resilient and inspirational leader! #whiteoakswealthadvisors #thewomenceo #leadership
Embodying Leadership through Empathy | Sharon Bloodworth, CFP® https://lnkd.in/dsNQGUDr CEO: Sharon Bloodworth, CFP® Company: White Oaks Wealth Advisors, Inc Website: whiteoakswealth.com Ranking: Top 20 Inspiring Women CEOs 2023 #thewomenceo #leadership #leadershipdevelopment #inspirationalleader #top20inspiringwomenceo #womenceo #inspiringceos #ceo #success THE Women CEO Magazine
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