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

Reasons to choose us:

1. Over 100 years of combined team experience helping clients improve their lives financially.

2. Comprehensive offering of services including private banking, investments, planning and risk management.

3. Nationally respected as evidenced by numerous awards and recognition.

4. Investment strategies designed with the high net worth investor in mind.

5. Fifteen years of audited investment performance by an independent accounting firm.

6. Experienced team consisting of two CERTIFIED FINANCIAL PLANNER™(CFP®) professionals, a Chartered Financial Analyst® (CFA®),a CPA, CIPM® (Certificate in Investment Performance Measurement) and a Certified Senior Advisor (CSA)®.

7. Our entire team works on your situation for 360 degree solution development.

8. Independent, private company with no quotas or earnings pressure driving decisions.

9. 100% Fee-Only compensationNo third party compensation to slant recommendations.

10. Acting as a fiduciary, in your interest, ALL THE TIME!

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