SilverOak Wealth Management LLC is a fee-only, independent wealth management firm based in Minneapolis, MN. As a registered investment advisor, they are committed to improving the quality of their clients' lives by helping them achieve their personal and business financial goals. With a fiduciary relationship and extensive experience in various personal finance disciplines, their advisors provide unbiased and independent advice, customized planning solutions, and proactive relationships to ensure long-term success.
They offer a range of investment advisory services, comprehensive financial planning, executive counseling, tax planning and preparation, wealth transfer and estate planning, risk management and insurance, charitable giving, and education planning. With a focus on building secure foundations for future generations, SilverOak Wealth Management is dedicated to earning their clients' trust and providing them with the tools and guidance they need for financial freedom.
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