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White Oak Wealth Management

White Oak Wealth Management


White Oak Wealth Management's financial review

Employees

4


White Oak Wealth Management information

White Oak Wealth Management provides comprehensive wealth management solutions to high net worth individuals, families, and businesses. We recognize that no two people are exactly alike. The needs and complexities of our clients vary significantly. We have the experience and resources to advise successful individuals on a range of financial issues. White Oak was designed and built differently; ...
White Oak Wealth Management provides comprehensive wealth management solutions to high net worth individuals, families, and businesses. We recognize that no two people are exactly alike. The needs and complexities of our clients vary significantly. We have the experience and resources to advise successful individuals on a range of financial issues. White Oak was designed and built differently; to ensure we have the capacity to serve the comprehensive needs of our clients. Our growth is managed to ensure a low client to advisor ratio. Our unique structure and independence enable us to dedicate the time and resources required to provide thorough customized advice to our clients.White Oak is a privately-owned Registered Investment Advisory firm located in Columbia, Maryland. As an RIA, White Oak provides a fiduciary standard of care to our clients; a legal requirement to serve client interests ahead of our own. We appreciate your interest in our firm and invite you to follow us.

White Oak Wealth Management industries

Financial planning
Investment management
Estate planning
Retirement planning

White Oak Wealth Management's financial review

Employees

4

Technologies

Email Providers
Hosting
E-commerce Platforms
Fonts
Financial Software
Other

Notable Alumni

Sarah Kang
Incoming 2024 Investment Banking Summer Analyst
UBS

Employees

Managing Member & Founder
LPL Financial Advisor
Payroll Analyst
Director of Financial Planning
LPL Financial Advisor

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