SilverOak Wealth Management
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
7650 Edinborough Way Ste 250, Edina, Min...Phone Number
(952) 896-5700Website
www.silveroakwealth.comRevenue
<$5 MillionIndustry
About SilverOak Wealth Management
SilverOak Wealth Management LLC is an independent wealth management firm based in Edina, Minnesota, specializing in comprehensive financial planning and investment advisory services. The firm focuses on helping clients achieve their personal and business financial goals through a fee-only model, ensuring that clients' interests are prioritized. Their services include executive counseling, tax planning, estate planning, and risk management, tailored to meet the evolving needs of their clients. SilverOak is committed to building long-term relationships and providing unbiased advice to enhance the financial well-being of individuals and families.Explore more
SilverOak Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
SilverOak Wealth Manageme...
<$5M
11-50
Private
-
2007
SK
Shannon KingPresident & Chief Compliance Officer, Member
SilverOak Wealth Management Tech Stack
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SilverOak Wealth Management LLC is an independent wealth management firm based in Edina, Minnesota, specializing in comprehensive financial planning and investment advisory services. The firm focuses on helping clients achieve their personal and business financial goals through a fee-only model, ensuring that clients' interests are prioritized. The... Read More
