White Oaks Wealth Advisors (WOWA), established in 1986 and headquartered in Minneapolis with an additional office in Sarasota, Florida, is a fee-only, independent registered investment advisory firm. The firm offers comprehensive services including fee-only financial planning, investment management, wealth management, family office services, and trust services.

WOWA caters to high-net-worth individuals, particularly those with investable assets exceeding $2 million, providing access to investment strategies typically reserved for ultra-wealthy clients. The firm’s team, led by CEO Sharon Bloodworth, CFP®, comprises seasoned professionals holding respected industry certifications such as CFP®, CPA, and CFA®.

Operating as fiduciaries, WOWA emphasizes a client-first approach, ensuring unbiased advice and personalized financial solutions. Their investment philosophy is grounded in evidence-based strategies, focusing on diversification and cost-efficiency to enhance long-term client outcomes.

With a commitment to transparency and client-centric service, White Oaks Wealth Advisors continues to build lasting relationships, helping clients navigate the complexities of wealth management with confidence.