White Oaks Wealth Advisors is a fee-only, SEC-registered investment advisory firm based in Minneapolis, Minnesota, with an additional office in Sarasota, Florida. Founded in 1986 and led by CEO Sharon Bloodworth, CFP®, the firm specializes in providing comprehensive wealth management services to high-net-worth individuals and families. White Oaks offers a range of services including financial planning, investment management, tax optimization, estate planning, family office services, and trust administration. With approximately $530 million in assets under management and a client base of 225 individuals, the firm maintains a client-to-advisor ratio of 1:75, ensuring personalized attention and tailored strategies. White Oaks is committed to acting as a fiduciary, placing clients’ interests first and providing unbiased advice to help clients achieve their financial goals. citeturn0search1