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Financial Advice For Life

The SilverOak Advantage

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.

 How We Earn Your Trust

  • We are fee-only and therefore we do not sell any products or receive any commissions

  • We have a fiduciary relationship with all of our clients - your interests always come first

  • Our advisors have extensive experience and various professional designations across multiple personal finance disciplines.

  • We conduct thorough internal due diligence on all of our investments

  • Our customized planning solutions are continually monitored and revised based on your changing needs

  • We build long-term relationships with clients

  • We are happy to coordinate with other advisors and professionals you work with, including estate attorneys and accountants

 Typical Questions We Address

  • Am I saving enough for retirement?

  • How do I minimize income taxes?

  • Do I have the right types of insurance?

  • Are my wills and estate plans properly structured and achieving my desires?

  • Am I maximizing my company benefits?

  • How do I diversify my company stock?

  • Can I afford a retirement home?

  • What else should I be thinking about?

 What You Can Expect From Us

  • Proactive relationship

  • In-depth understanding of your finances

  • Interaction based on your needs and schedule

  • Unbiased and independent advice

  • Specific investment advice, including access to an institutional brokerage account

  • Truly comprehensive planning

To learn more about how SilverOak Wealth Management can get you started on your journey to financial freedom, please click below.

Client

Announcements

Newsletter Posted

SilverOak's Fourth Quarter 2023 Newsletter has been posted. Click on the SilverOak Newsletters link to view.

Webinar Posted

SilverOak's Quarterly Market Update webinar was recently held on January 19, 2024. Click on the SilverOak Webinars link to view.

Performance Reports

2023 Fourth Quarter Performance Reports are posted to your Client Portal.

Whitepapers

Click here to read our recent whitepaper on identity theft.

Community Involvement

In December 2023, SilverOak  volunteered with Toys for Tots processing donated toys to be gifted to children in need. 

In September 2023, SilverOak team members volunteered at The Arc, sorting thrift store donations that benefit individuals with disabilities in Minnesota.

In July 2022, SilverOak volunteered with Feed My Starving Children to pack nutritious meals to be sent to children all over the world.

Be sure to read about other volunteering opportunities our team has had on the Community Involvement page.

Awards & Recognition

  • Since 2010, SilverOak's advisors have consistently been recognized as Five Star Wealth Managers.

  • SilverOak was listed in AdvisoryHQ's Top 12 Best Financial Advisors in Minneapolis, St. Paul, and Edina in 2020.

  • For the fifth year, SilverOak was named a Financial Times Top 300 Investment Advisor in 2020.

  • SilverOak was ranked #8 on CNBC's 2014 national list of the Top 100 Fee-Only Wealth Management Firms.

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Shannon, Kathy, Jonathan, Nick and Alex were named        2023 Five Star Wealth Managers!

 For SilverOak’s full disclosure and additional information, see our Awards & Recognition page

Interested in learning more about SilverOak?

Contact Us

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