Laura Bereiter

About Laura Bereiter

WHAT I DOI simplify the complexities of wealth. Using a decade of tax and financial planning experience, I\'ll help you manage the most dynamic and obscure parts of your financial life. My expertise combines the holistic understanding of financial planning and deep knowledge of tax so we can work together to create a plan that works for you. I\'ll give you the information and tools to make informed decisions on the path towards reaching your life goals.WHO I WORK WITHYou are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren\'t sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.HOW TO CONTACT MECall me at 61••••••09 or email me at l••••@whiteoakswealth.com.OUTSIDE OF WORKWith my time outside of the office, you can generally find me at a local brewery with my husband, Dan, chasing after my two children, Timothy and Claire, or trying new recipes from my favorite food bloggers. I\'m also a passionate supporter of Gopher Athletics (Ski-U-Mah!) and an avid reader (audiobook recommendations welcome!). My favorite evening activities are a Peloton workout and any NYT puzzle.Wealth ManagementFee-Only Financial PlanningFiduciaryFinancial ManagementRetirement Planning401(k) ManagementIRA ManagementRoth IRA ConversionsTax PlanningTax OptimizationInvestment ManagementAlternative InvestmentsPassive InvestingSocially Responsible InvestingESG InvestingInvestment StrategyFamily Office ServicesEmployer Benefits ManagementTrust ServicesTrust PlanningDeferred CompensationCollege Planning529 PlanningEquityInheritanceWealth TransferSudden WealthStock Option StrategyEstate PlanningSpecial Needs TrustInsurance AnalysisOffshore Investing

Experience

1. Director of Tax and Financial Planning

   White Oaks Wealth Advisors, Inc

   Oct 2015 — Present · Minneapolis, MN, US

   As a private, independent wealth management firm, we leverage our in-house expertise and our connections across investment management, estate planning, insurance, and accounting to help you build a financial plan – and a corresponding financial planning team - tailored to you. We are fee-only, which means that your financial success is our financial success. While remaining free of the sales and growth agendas of large firms, we give you access to the investment strategies of the ultra-wealthy, and we work to simplify the complexities of wealth. With gold standard credentials and huge hearts, we are not only required, as fiduciaries, to put you first – we care for you like family. We love our work helping you pursue a life well-invested.

Education

• UMN Carlson School of Management

  Bachelor of Science in Business, Accounting

  2006 — 2010

• UMN Carlson School of Management

  Master of Accountancy

  2010 — 2011