Laura Bereiter
Director of Tax and Financial Planning at White Oaks Wealth Advisors, Inc | Minneapolis, Minnesota, United States
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As the Director of Tax and Financial Planning at White Oaks Wealth Advisors, Inc., Laura Bereiter stands at the intersection of wealth management and tax strategy, bringing over a decade of experience to her role. Laura's expertise lies in simplifying the complexities of wealth for her clients, ensuring they navigate the often intricate landscape of personal financial planning with confidence. She specializes in areas such as equity compensation, tax planning, and retirement modeling, allowing her to craft comprehensive financial strategies that are not only tailored to individual needs but also adaptable to changing circumstances.
At White Oaks, Laura leads key projects that integrate investment management, estate planning, and insurance solutions, creating a cohesive financial planning team for each client. Her holistic approach to wealth management ensures that clients are equipped with savings strategies that align with their long-term goals, including intergenerational wealth transfer. As a fee-only firm, White Oaks prioritizes the financial success of its clients, and Laura's commitment to transparency and integrity reinforces this ethos.
Through her collaborative efforts, Laura empowers clients to make informed decisions about their financial futures, demystifying the tax implications of their investments and guiding them through the nuances of financial planning. Her ability to distill complex information into actionable insights not only enhances client relationships but also fosters a deeper understanding of wealth management principles. In an ever-evolving financial landscape, Laura Bereiter is a trusted partner for those seeking to secure and grow their wealth with clarity and confidence.
Director of Tax and Financial Planning at White Oaks Wealth Advisors, Inc in October 2015 to Present
Senior Tax Consultant - Private Wealth at Deloitte in December 2014 to October 2015
Senior Tax Consultant - International Tax Services at Deloitte in April 2014 to November 2014
Senior Tax Consultant - Private Company Services at Deloitte in September 2013 to April 2014
Tax Consultant - Private Company Services at Deloitte in July 2011 to August 2013
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Personal Financial Planning
Equity Compensation
Tax Planning
Wealth Management
Investment Management
Intergenerational Wealth Transfer
Savings Strategies
Retirement Modeling
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Discover more about White Oaks Wealth Advisors, IncWhat is Laura Bereiter email address?
Email Laura Bereiter at [email protected]. This email is the most updated Laura Bereiter email found in 2026.
What is Laura Bereiter phone number?
Laura Bereiter phone number is +16124556901.
How to contact Laura Bereiter?
To contact Laura Bereiter send an email to [email protected]. If you want to call Laura Bereiter try calling on +16124556901.
What company does Laura Bereiter work for?
Laura Bereiter works for White Oaks Wealth Advisors, Inc
What is Laura Bereiter's role at White Oaks Wealth Advisors, Inc?
Laura Bereiter is Director of Tax and Financial Planning
What industry does Laura Bereiter work in?
Laura Bereiter works in the Financial Services industry.
Laura Bereiter Email Addresses
Laura Bereiter Phone Numbers
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