Nothing makes White Oaks Wealth Advisors’ CEO, Sharon, happier than talking about legacy planning. “Legacy is the echo of your values, long after your voice grows quiet,” she says. For Sharon, legacy planning is a deeply personal journey that she enjoys sharing with clients.

Raised in central Africa and Indonesia, she learned early on how fortunate she was—with good health, opportunities, and a passport that opened doors. “I refuse to leave this earth without having made it significantly better for others,” she says. That conviction shapes her
life and the way she guides clients through their own legacy design.

“Tomorrow is not promised to anyone,” Sharon reminds us. Sarasota, with its endless blue ocean, offers the perfect place to reflect on how you’d like to be remembered. Her advice begins simply: (a) bring soft tissues, there may be tears; (b) go to the ocean; (c) listen to instrumental music; (d) think of the people, places, and memories that shaped your life; and (e) begin imagining HOW you want to be remembered.

The next step is to engage a financial advisor. “Charity begins at home,” Sharon explains. You must first understand how much you can give—in life and at death—without jeopardizing your own security. Finally, with a qualified advisor, design a flexible legacy strategy that
can adapt as life unfolds.

Sharon is pictured here with Sweetpea, her favorite pelican at Longboat Key’s “Save Our Seabirds,” one of the charities she loves to support. For her, legacy is not only about money—it’s about leaving a kinder world behind.

ABOUT WHITE OAKS WEALTH ADVISORS​​

• Over 100 years of combined team experience, led by a woman CEO.
• Fee-only fiduciary advice, always in the best interest of clients.
• Guiding families to build and protect lasting legacies.

WhiteOaksWealth.com
(941) 361-9000
1717 Second St., Suite C,
Sarasota, Fl 34236