For Immediate Release
July 22, 2013
Contact: Kim Schwichtenberg
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952-854-5700
Find out what's happening in Edinafor free with the latest updates from Patch.
Scharlau Named Partner of SilverOak Wealth Management
Principal joins SilverOak’s executive leadership
MINNEAPOLIS — July 2013 — It is with great pleasure that the Partners of SilverOak Wealth Management announce the admission of Jonathan Scharlau as a Partner with the firm.
Jonathan joined SilverOak in January, 2008, having sixteen years of experience in financial management before coming to the firm. Jon quickly rose within SilverOak and was promoted to principal in October 2009 and now partner in 2013.
As a CFA (Chartered Financial Analyst), Jonathan has significant investment management experience as both an analyst and portfolio manager with several major financial services organizations. He has extensive experience in the investment industry and has spent many years assisting both individuals and institutions in building effective portfolio strategies. Jonathan is a member of SilverOak’s investment committee and oversees the due diligence process within the firm. In addition, Jonathan works with SilverOak clients in developing comprehensive financial plans that take into account items such as risk management, tax planning and estate planning.
Jonathan's experience working with both individuals and institutions provides him a unique perspective and makes him a welcome addition as Partner. He brings a unique depth of understanding regarding the financial markets and he works closely with clients in defining and achieving their long-term goals. All of the SilverOak Partners and employees are proud to announce Jonathan Scharlau as our newest firm Partner.
About SilverOak Wealth Management
As a premier financial planning and wealth management company, SilverOak’s goal is to build a solid foundation with our clients – a partnership based on understanding their life’s goals and expectations. We are committed to keeping our clients first. It is our responsibility to be perfectly aligned with our clients’ needs – to explore options, develop customized strategies, and to provide education and guidance that will enable them to make informed decisions. We work with our clients on a fee-only basis to provide objective, unbiased advice and financial expertise.
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