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White Oak Wealth Partners
White Oak Wealth Partners is a boutique wealth management firm in North Carolina that provides family office and investment advisory services to...
Overview
White Oak Wealth Partners is a boutique wealth management firm in North Carolina that provides family office and investment advisory services to high-net-worth individuals, families, and business owners across the Southeast. The firm emphasizes hard work, personal relationships, and smart, strategic investments to help clients leave a lasting legacy. It is a Registered Investment Advisor.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Raleigh
Principals
Brad Turlington
Founder and President
Claire Young
Partner
Sector focus
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