Basic Information
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Company
SilverOak Wealth Management LLC -
Phone
(952) 906-5703 -
Mobile phone
(612) 961-6944 -
Email
jscharlau@silveroakwealth.com -
What is your "why"? Why do you do what you do?
I am a solution provider at heart and strive to help people achieve their life and financial goals. As a fiduciary, I provide advice that is solely in the best interest of my clients. I enjoy meeting and people and am a good listener and connect my extensive experience and technical skills to help my clients achieve financial peace of mind. -
About me
I am married and have two adult sons and grew up in White Bear Lake MN. I have always been passionate about learning and have been involved in the financial markets since graduating from Carleton College. I started my career as a stock broker but quickly realized that I did not have the necessary technical skills and experience to help clients. I transitioned to the institutional side of the business and spent 15 years as an analyst and small and mid cap manager in the Twin Cities and Cleveland, Ohio. In 2008 I joined SilverOak Wealth Management so that I could utilize my technical skills but work with and directly help clients. -
Profession
Financial Planning and Wealth Managment -
Title
Partner and Senior Advisor -
Hobbies and interest
Family, Investing, Cooking, Gardening, Fantasy Football, Golf (Maybe returning to it after a 21 year hiatus) and Travel -
Website
www.silveroakwealth.com -
Unique Selling Proposition
I am a fiduciary advisor who provides advice solely in the best interests of my clients and provide comprehensive advice on all financial matters in my client's life. I am also fee-only and am not paid any commissions or incentives outside of what I am paid by my clients. As our firm started within a CPA firm, we provide our clients comprehensive tax planning as part of our service.
Contact Information
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City / Town
Edina -
Describe your perfect referral
A busy professional (lawyer, doctor, sales person), corporate executive who needs comprehensive wealth management and financial planning services with at least $1 million in assets to manage. In addition, a small to mid-size business owner (Likely revenues above $5 million) who is contemplating succession planning or selling their business in the future who needs a financial plan to give them a better understanding of where they will stand in retirement. Besides business owners, introductions to advisors who work with business owners would be a good introduction for me. -
State
MN -
Zip
55435 -
Country
United States
Education
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College / University
Carleton College -
Graduation Year
1991