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White Oaks Wealth Advisors

About White Oaks Wealth Advisors

White Oaks Wealth Advisors is the wealth management and financial planning firm for high net worth clients from Minneapolis-St. Paul, MN, Sarasota, FL and beyond.

Min project size

50,000+

Hourly rate

50 / hr

Employees

5

Locations

United States

Year founded

Founded 1986

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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