|
SilverOak Wealth Management LLC is 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.
|
Shannon was named one of 2012 America's Top Financial Advisors! |
|
 |
Our Latest News & Announcements |
|
|
|
Client Communications
Events
-
The SilverOak team recently volunteered at Second Harvest Heartland in Minneapolis, Minnesota. Click on the Community Activities link for more details.
-
Be sure to read about other volunteering opportunities our team has had on the Community Activities page. |
|
SilverOak was named one of Wealth Manager's "Top Wealth Managers"
in the July/August 2009, 2010 and 2011 issues.
SilverOak was listed in FA's 2011
RIA Ranking
(sponsored by
Security Benefit).
SilverOak was named a "Top Wealth Manager" in the Minneapolis/St.Paul Business Journal (February 18, 2011 issue) |
|
Shannon was named one of 2012 America's Top Financial Advisors!
|
|
Shannon, Kim and Al
were named 2011 FIVE STAR:
Wealth Managers! |
|
Shannon, Kim and Jonathan
were named 2010 FIVE STAR:
Wealth Managers! |
Financial Advice for Life