This is a yearly check-in regarding portfolio reviews, money movement, online account access, etc. Most importantly, please see the links below to White Oak's regulatory documents, including our Privacy Policy within our Wrap Brochure, which we offer our clients annually as required by law. Portfolio Reviews We generally recommend meetings every six months to review [...]

We are pleased to introduce you to a new member of our White Oak office and to offer other important administrative updates and information. We are so fortunate to have welcomed Karen Cogburn to our office in February as our administrative assistant. Her email address is Karen@wofm.us. Karen began her career in Operations Support at [...]