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SilverOak Wealth Management Overview
Type
Multi Family Office
Year Founded
1999
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
Website:
https://www.silveroakwealth.com/
Year Founded:
1999
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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