SilverOak Wealth Management

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SilverOak Wealth Management Overview

Type
Multi Family Office
Year Founded

General Information

SilverOak Wealth Management is a multi-family office headquartered in Edina, United States. Founded in 1999, the firm grew out of the fee-only advisory practices of its founding partners and now oversees portfolios and planning for multiple high-net-worth families. Its team combines certified financial planners and CPAs to provide discretionary investment management, estate structuring, and consolidated reporting across generations—delivers fee-only wealth planning and tax-efficient investment management.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
3600 Minnesota Drive, Suite 860, Edina, MN 55435

Portfolio & Notable Allocations

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