Helping Clients Succeed Financially
We are ardent advocates for goals-based planning. With careful analysis, thorough understanding of the process and the conviction and discipline to trust their plans, we are optimistic about our clients’ ability to achieve their objectives.
Throughout life’s journey we face unexpected changes – some bring unanticipated good fortune and joy while others bring setbacks and loss. Life’s transitions, planned and especially unplanned, are often accompanied by uncertainty, stress and self-doubt. These emotions can give rise to hasty decision-making on one hand or procrastination on the other. Considering the different transitions that each individual, their spouse and family members experience often in close proximity, requires a lot of changes to take place.
The White Oak Group is always there for our clients. While we enjoy celebrating and honoring your success and achievements, we know our most important role is to help our clients overcome those disruptions that adhere to no plan or timetable.
Your life is a story and you are the hero of that story. We are your servants, at your side through good or bad, thick or thin helping you write each chapter, overcoming adversity, finding meaning and purpose and making the world a better place because of you.
2023 Outlook: Recession, Recovery, and Rebound
News and Insights
Wells Fargo About Money Podcast
Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.Read More
State of the Markets
A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...Read More
Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...Read More