At White Oak Wealth Partners, we maintain close relationships with independent asset managers, insurance and risk management firms, and other service providers who help us serve our clients’ needs.

We also collaborate with other professionals who you rely on, including accounting firms, estate planners, and others who provide you with guidance and direction. Our goal is to be an integral part of your support team by consulting with and assisting these specialists. We can recommend trusted, experienced professionals if you need these resources, but we recognize that many of our clients already have well established relationships in place.