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NORTH COVENTRY â J.H. White Financial, a financial planning and asset management firm has announced it has changed its name to Great Oak Wealth Management Inc. Founded in 2004 by Jim White, CFP, the company has offices in North Coventry and East Whiteland in Chester County.
The rebranding strategy reflects both the evolution of the company as well as its vision for the future, according to the company. Along with the name change, the company has redesigned its logo and website, which puts the focus on the company s team approach. The companyâs ownership and staff have not changed.
âAs part of our focus on the team approach I believe it was appropriate to rebrand the company to more specifically reflect the experience and knowledge our team brings to each and every client. We are very excited about the introduction of our new company name; Great Oak Wealth Management, Inc. because it allows us to better represent our business to our clients,â White, Great Oak Wea