The White Oak Group

Helping Clients Succeed Financially

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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.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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