As we communicated earlier in the year, White Oak's registration with the SEC brings new requirements for ensuring clients have easy access to the regulatory documents under which we operate.  Our up-to-date documents (ADV Part 2, Form CRS, Wrap Brochure, and Privacy Policy) can always be found on our website at this link: https://whiteoakfinancialmanagement.com/a-fiduciary-responsibility/.  Or you [...]

White Oak has experienced significant growth in the past few years, increasing both our number of clients and amount of assets under management. Therefore, we are happy to report that last August, White Oak shifted its registration from North Carolina (and other relevant states) to the Securities and Exchange Commission.  In doing so, we updated [...]

Over the coming days, you may read or hear about a data breach at Fidelity.  While we have not received any official information from Fidelity, the information that has come out suggests that impacted clients have already been informed. Further, the breach may have been limited to clients in Massachusetts, Maine, and New Hampshire. Below [...]

Dear White Oak Clients, Greetings from Asheville, NC - we're back in the office with power, phones, and internet access. We do not yet have water, but hoping that is not too far behind. Thank you to the many people who emailed, called, and texted us to inquire about our health and safety and to [...]

Greetings White Oak Clients, This is Brent working on Priestley's computer at a temporary office (a Starbucks in Charlotte). As most of you have probably heard, Asheville was hit very hard by Helene on Friday. Tremendous flooding, untold numbers of downed trees and blocked roads, power is out as is the internet, telephone, most cell [...]

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 [...]

Not surprisingly, the number of reported instances of fraud, phishing schemes, and hacking tends to increase at this time of year. To encourage all of us to be vigilante and cautious, let’s review some common recommendations. Email Do Install antivirus and firewall programs AND keep them up to date! Always filter spam and update your [...]

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 [...]