Core Principles


At The White Oak Group of Wells Fargo Advisors we combine competence with compassion.

We are genuinely and sincerely interested in people – their stories and their journeys.  We listen to and listen with people.  Every client is different.  Every client is unique.  We can’t stress enough the need for understanding, not judging, for learning, not lecturing and for mutual respect and collaboration.

While some teams/practices/groups focus on delivering product with a primary emphasis on technology and automation, we find that sound advice and good service become secondary consequently limiting a relationship.  We know what it feels like and remain steadfast in honoring and strengthening the value of personal relationships between our clients and our entire professional staff.

When we render our advice and guidance we do so in a clear and concise manner.  We simplify the complex without diluting it because we respect our clients and their role in the decision-making process. 

Above all, every member of our team is committed to making a difference. Our team strives to give clients financial confidence helping them enjoy the fruits of their labor and allowing them to find purpose and fulfillment in life unbridled by concerns over money.

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