White Oaks Wealth Advisors, Inc. Named to 2009 Annual Ranking of Top Wealth Managers Listing

Wealth Manager Magazine has named White Oaks Wealth Advisors, Inc. (www.whiteoakswealth.com) a top wealth manager for the 9th consecutive year.

Minneapolis, MN (PRWEB) July 11, 2009 -- Wealth Manager Magazine has named White Oaks Wealth Advisors, Inc. a top wealth manager for the 9th consecutive year. Wealth Manager conducted a survey with more questions this year than ever - 47 to be exact, including 6 years of ADV-reported assets. More than 500 firms were surveyed and 407 firms made the ranking list of Top Wealth Managers (formerly the Top Dogs).

White Oaks is proud to be recognized for the 9th consecutive year

With the current economic crisis and financial scandals, White Oaks' long-standing strengths and capabilities are confirmed.

We have worked hard to ensure the trust and confidence of our clients and we will continue to ensure the health of our clients wealth.

Wealth managers and their clients have come through the most wrenching financial storms most people can fathom, while at the same time the world has seen some of the largest and most outrageous financial swindles of all time exposed. While almost no one has been left untouched, some wealth managers are coming back stronger than ever, even though many are smaller.

Kathleen M. McBride of Wealth Manager Magazine also indicated the heightened level of stress the economy is in by stating, "Wealth managers and their clients have come through the most wrenching financial storms most people can fathom, while at the same time the world has seen some of the largest and most outrageous financial swindles of all time exposed. While almost no one has been left untouched, some wealth managers are coming back stronger than ever, even though many are smaller."

White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.

###

Post Comment:
Trackback URL: http://www.prweb.com/pingpr.php/U3VtbS1TaW5nLUhhbGYtU2luZy1UaGlyLUNvdXAtWmVybw==

wealth management financial planning white oaks wealth top financial advisors investments financial advice financial advisors

Bookmark -  Del.icio.us | Furl It | Technorati | Ask | MyWeb | Propeller | Live Bookmarks | Newsvine | TailRank | Reddit | Slashdot | Digg | Stumbleupon | Google Bookmarks | Sphere | Blink It | Spurl

• Bernard Madoff 'Made Off' With Investor Money - How Other Consumers Can Avoid a Similar Fate 2009-03-27
• Bloodworth Earns CDFA Designation 2009-02-16
• Bloodworth's Efforts on Indonesian School Project Recognized 2009-01-26
• Klosterman Participates In Investment News Outlook Piece 2009-01-07
• White Oaks Wealth Advisors, Inc. Named to 2009 Five Star Wealth Manager Listing 2009-01-05