At White Oak Wealth Partners our mission is helping people live a balanced and fulfilled life. We are a specialized financial lifestyle and wealth management firm located in Erie, Pennsylvania, serving entrepreneurs, business owners, executives and their families. For over 30 years our clients have been at the center of what we do every day. Our approach to wealth management is based on four core pillars.
A Family First Attitude
We treat each client as a member of our extended family because to us family is everything. We pride ourselves on our enduring relationships and our commitment to excellence.
We are very selective about the clients we work with because we strive to offer each an extraordinarily high level of personalized service and support. We invest deeply into our client relationships so that we know exactly how to best serve their needs.
Our work doesn’t stop once your account is opened. We communicate, follow through, and worry about every detail so that you don’t have to.
Today's financial world is constantly changing. We continuously monitor markets, risk, and the overall financial environment to make prudent recommendations to our clients’ strategies where necessary.
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