Good afternoon,

 

We’re delighted to share an exciting milestone with you: the launch of our new team name, White Oak Wealth, and the very first edition of our newsletter, White Oak Insights. We chose the name White Oak Wealth because, like the enduring tree, our work is rooted in trust, integrity, and relationships that last through every season of life.

 

As we move forward into this new phase we look forward to sharing more about the meaning behind our name and our plans to deepen our commitment to personalized, values-based advice. We will continue to grow alongside you as we all adapt to life’s changes.

 

 

While we’re not beginning from scratch, we are building upon the strength of our established roots. As we grow into this next chapter, you’ll notice our new tagline: Wealth Rooted in What Matters Most, a reflection of our enduring values and commitment to meaningful client relationships.

 

With our new identity comes a renewed and strengthened understanding of our values, of who we are today, and who we aspire to be for our clients. These values form the foundation of every relationship and decision, and are guided by four key beliefs:

This is the first edition of our monthly newsletter, designed for you, our valued clients and friends, who understand that true wealth is measured not just in numbers, but in meaning. Each edition will spotlight a timely and relevant topic, offering practical insights designed to help you grow your wealth and strengthen your legacy. We’re excited to connect with you in new ways and share insights, stories, and guidance that matter.

 

Stay Connected

Don’t miss future editions: subscribe to this newsletter on LinkedIn to receive the latest insights and updates directly to your inbox.

 

Until next time,

 

The White Oak Wealth Team

Wealth Rooted in What Matters Most