Sharon Bloodworth (CFP®)

Sharon Bloodworth focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Planning Specialties

Our Services

White Oaks Wealth Advisors provides the following services on a fee-only basis.

Additional Information

Our Beliefs

  • Active diversification among asset classes based on relative valuation increases the probability of success.
  • Holistic planning along the entire wealth-planning spectrum increases the financial well being of our clients exponentially.
  • Properly researched, selected and monitored active managers can and do add value to investment portfolios.
  • While it is true that 75% of active managers under perform the market, skill and sound processes exist to help find the 25% that out perform the market.
  • That tax avoidance causes more bad investment decisions than any other cause.
  • For most individuals, their emotions overrule logic when it comes to investing.
  • Most people have unrealistic ideas of how much it will take to be financially independent.
  • Reducing the layers of investment costs will improve investment results.
  • Planning should serve the values and purposes of the client, not the tax code.
  • Money is a much better tool than a weapon.
  • Managing money without planning and discipline is like playing Russian roulette with a fully loaded gun.
  • “Boxes” are for other people.  We don’t have to “get outside of the box,” because we have disposed of it altogether.  Alternative investments should be and are considered when appropriate.

NAPFA Start Date

February 11, 2014

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This Office

80 S 8th St Ste 1725 Minneapolis, MN 55402-2139 Phone: (612) 455-6900 Fax: (612) 455-6901