Michael J. Nedreski, CRPC®
Tax Strategies & Financial Plans for Business Owners and Executives
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Serving Clients Nationwide
Tax Strategies & Financial Plans for Business Owners and Executives
Areas of Focus
- Business Transitions
- Estate Planning
- Financial Planning
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Tax-Efficient Planning
About Michael J. Nedreski, CRPC®
Hi, I'm Michael Nedreski, Founder and Managing Partner at White Oak Wealth Partners.I began my financial services career in 1988, laying the foundation for what would eventually become White Oak Wealth Partners—a comprehensive, independent wealth management firm known for its strategic retirement income planning and generational wealth advisory services.
My journey started in the insurance field, where I quickly distinguished myself through a combination of practical experience, continuous self-education, and mentorship. Over the years, I steadily broadened my expertise, earning the Chartered Retirement Planning Counselor (CRPC®) designation and building a holistic approach to financial planning.
In 2012, I partnered professionally with my wife, Amy Nedreski, further strengthening the firm's family-centered philosophy. Our affiliation with LPL Financial in 2015 significantly expanded our ability to provide robust financial tools and resources to our clients.
I am an active member of the Financial Services Institute (FSI), the Financial Planning Association (FPA), and the prestigious Forum 400, which recognizes top insurance professionals nationally. I am regarded as a leader in the field by peers both locally and across the country.
Faith and purpose are central to my life and Amy's. We credit all our success to God and strive to practice gratitude through service. Physical and mental well-being are also top priorities, as we believe strong personal health supports our ability to serve clients, family and community. Together, we passionately support numerous charitable organizations and firmly believe that success is a gift meant to be shared.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
Financial Planning Association
- Financial Services Institute
Primary Location
100 State Street, Suite 503, Erie, PA 16507
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About White Oak Wealth Partners
White Oak Wealth Partners is an Erie, Pennsylvania wealth management firm helping successful couples nearing retirement, Erie Insurance employees and retirees, and business owners coordinate retirement income, investments, tax planning, benefits, healthcare, and legacy decisions since 1988.Who We Serve
We work with clients across a range of life stages: people who are retired and whose priorities have shifted, those looking forward to retirement who want confidence their income will keep up with them, corporate executives who want to be strategic with their wealth, and business owners who want to preserve their wealth through the succession of their business. We also help families who want to leave a legacy and see its impact.
Our Services
We specialize in tax planning and work closely with our clients and their tax professionals to create and implement tax-saving strategies. Our services include retirement income planning, succession planning, financial planning, capital gains tax strategies, and investment management, all built on detailed wealth planning and custom investment management designed to establish long-term sustainable growth.
Our Approach
Through our FlexInvest Adaptive Income Planning process, we work to optimize income generation, wealth preservation, and steady long-term growth, with strategic cash reserves that add flexibility. Our core team collaborates with an extended network of specialists to proactively address your financial priorities, and our partnership with eMoney gives clients access to a personalized financial dashboard at any time.
Investment advice is offered through Gladstone Institutional Advisory, LLC, a registered investment advisor.
Hobbies and Interests
- Church
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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