Processes

White Oak Privacy Policy

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 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.

Want to talk through what this means for you?

White Oak offers prospective clients a free, no obligation review of your current holdings, with an eye toward identifying risk and opportunities for reward. Please get in touch to learn more.