Rosewood-A Financial Management Co, 3040 Grand Bay Blvd, Unit 275, Longboat Key, FL 34228, US

White Oaks Wealth Advisors is a highly experienced and client-focused financial advisory firm based in Longboat Key, FL. With over 100 years of collective industry experience, their team of experts holds the most respected designations in the field, providing clients with direct access to professionals in various fields. As fee-only fiduciaries, they prioritize the purest relationship with their clients, offering comprehensive services such as fee-only financial planning, investment management, wealth management, family office services, and trust services. What sets White Oaks apart is their unique investment strategy, modeled after the philosophy of ultra-wealthy families. They have the independence to choose from a wide range of investments, ensuring clients have broader access to investment opportunities. Additionally, they employ alternative investments to reduce volatility and provide steady income, going beyond the traditional mix of bonds and stocks. With a strong emphasis on personalized care, White Oaks Wealth Advisors simplifies the complexities of wealth, allowing clients to focus on what truly matters in life.Generated from the website