WHITE OAKS WEALTH ADVISORS

Business planning; Business succession planning; Cost analyses

Financial planning; Investment advisory services; Investment management; Financial asset management; Financial portfolio management services; Financial services, namely, wealth management services; Investment advisory services, namely, wealth advisory services integrated to include asset management, private banking, trust, fiduciary and administrative services and planning related to family dynamics; Trust services, namely, financial trust management and trust company services; Trust investment distribution and wealth distribution planning; Representative and fiduciary services as a trustee; Financial planning for retirement; Estate and tax planning services; Estate trust management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Bill payment services; Cash management; Advisory services regarding philanthropic monetary and financial asset donations; Financial planning services, namely, developing and managing charitable giving programs; Providing information in the field of financial planning, investments, investment management, financial asset management, financial portfolio management, wealth management, financial trust management, financial trusts, estate planning, tax planning, estate trust management, financial risk assessment, financial risk management, bill payment, cash management, and charitable giving

Providing a website for the electronic storage of documents; Electronic storage of files and documents