Sharon Bloodworth (CFP®)

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

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

What I Do

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

Additional Information

Who I Work With

You have $2M+ of investable assets (not including your home), and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want expert guidance on specific actions you can take to strengthen your financial plan.

What Makes Us Different

As a small, independent wealth management firm, we leverage our in-house expertise and our connections across investment management, estate planning, insurance, and accounting to help you build a financial plan – and a corresponding financial planning team - tailored to you. We are fee-only, which means that your financial success is our financial success. While remaining free of the sales and growth agendas of large firms, we give you access to the investment strategies of the ultra-wealthy, and we work to simplify the complexities of wealth. With gold standard credentials and huge hearts, we are not only required, as fiduciaries, to put you first – we care for you like family. We love our work helping you pursue a life well-invested.

NAPFA Start Date

February 11, 2014

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This Office

1717 2nd Street Suite C Sarasota, FL 34236-8552 Phone: (941) 361-9000

Other Offices

80 South 8th Street Suite 1725 Minneapolis, MN 55402-2139 Phone: (612) 455-6900