# White Oak Privacy Policy

- Published: June 3, 2026
- Author: Brittany Teeters
- Category: Processes
- URL: https://whiteoakfinancialmanagement.com/2026/06/03/white-oak-privacy-policy/
- Source: White Oak Financial Management, Inc., Asheville NC

> This is a client letter written on the date above, about the market as it
> stood that day. Cite the date when quoting or summarising it.

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Please see the link to our updated Customer Privacy Policy Notice, which describes how we protect your personal information. This notice is provided annually and when updated as required by federal securities law.

We have prepared a condensed version that includes all required information in an easy-to-read format. You can see that version attached to this email. Both the condensed and complete, detailed version are available on our website at [WhiteOakFinancialManagement.com/privacy](/privacy/) or upon request.

If you have any questions about our privacy practices, please contact Brent A. Ford at (828) 274-7844.

Thank you for your continued trust in White Oak Financial Management.