The White Oaks Team is a highly experienced and client-focused financial advisory group based in Sarasota, 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. They offer fee-only financial planning, investment management, wealth management, family office services, and trust services, ensuring a pure and transparent relationship with their clients.
What sets The White Oaks Team 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, allowing them to provide clients with broader access to investment opportunities. As fee-only fiduciaries, they prioritize their clients' best interests by not selling products or receiving commissions. Additionally, they offer optional family office services, tailored to meet individual needs, including risk management, bill pay, and personal financial statements.
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