Silveroak

At SilverOak Wealth Management LLC, we are a fee-only, Minneapolis/St. Paul-based independent wealth management firm and Registered Investment Advisor (RIA). As a premier financial planning and wealth management company, our goal is to improve the quality of our clients' lives by assisting them in successfully attaining their personal and business financial objectives. We are committed to our clients and the achievement of their dreams - not just for today but well into the future - creating a secure foundation for generations to come.

Our Services

Our team of experienced advisors offers a wide range of services designed to help you achieve your financial goals. These services include:

• Investment Advisory Services: We provide customized investment advice and portfolio management to help you achieve your financial objectives.
• Comprehensive Financial Planning: We conduct a comprehensive review of your financial situation and create a personalized plan to help you achieve your goals.
• Executive Counseling: We provide specialized guidance and advice to help you navigate the complex financial aspects of your business or career.
• Tax Planning & Preparation: We help you minimize your tax liability and ensure compliance with tax laws and regulations.
• Wealth Transfer & Estate Planning: We assist you in ensuring the smooth transition of your wealth to future generations.
• Risk Management & Insurance: We help you develop a comprehensive risk management strategy to protect your financial well-being.
• Charitable Giving: We help you create a giving plan that aligns with your values and supports the causes you care about.
• Education Planning: We provide guidance on how to save for your children's education expenses and create a plan to achieve your educational goals.

How We Earn Your Trust

We believe that establishing trust is essential in any business relationship. That's why we've made it a priority to demonstrate our commitment to integrity and transparency. Here are just a few ways we earn your trust:

• Fee-Only Advice: We do not receive commissions or kickbacks from any financial products or services. This ensures that our advice is always in your best interest.
• Fiduciary Relationship: We have a fiduciary relationship with our clients, which means that our interests are aligned with yours. Your goals and objectives are our top priority.
• Extensive Experience: Our advisors have extensive experience and multiple professional designations across various personal finance disciplines.
• Thorough Due Diligence: We conduct thorough internal due diligence on all of our investments to ensure they align with your goals and risk tolerance.
• Customized Planning Solutions: We continuously monitor and revise your customized plan to ensure it remains aligned with your changing needs.

What You Can Expect From Us

At SilverOak, we're committed to providing the highest level of service and expertise to our clients. Here's what you can expect from us:

• Proactive Relationship: We take the time to understand your financial situation and goals, and we proactively work with you to achieve your objectives.
• In-Depth Understanding: We take the time to thoroughly understand your financial situation, goals, and needs.
• Interaction Based on Your Needs: We interact with you based on your schedule and needs, providing personalized service and support.
• Unbiased and Independent Advice: We provide unbiased and independent advice, free from the influence of conflicts of interest.
• Specific Investment Advice: We provide tailored investment advice and access to an institutional brokerage account.

Community Involvement and Awards

At SilverOak, we believe that giving back to our community is an essential part of our mission. Here are just a few examples of our community involvement:

• Volunteering: We regularly volunteer with organizations such as Toys for Tots, The Arc, and Feed My Starving Children.
• Awards: We've received numerous awards and recognitions, including being named a Five-Star Wealth Manager, Top 12 Best Financial Advisors in Minneapolis, and one of the Top 300 Investment Advisors in the country.

Conclusion

At SilverOak Wealth Management LLC, we're committed to helping you achieve your financial goals and creating a secure financial foundation for generations to come. We believe that providing competent and thoughtful financial advice requires a deep understanding of your personal values, beliefs, and life goals. We're honored to be your trusted advocate and guide in your journey to financial freedom.