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Terry W

Series 65

Hiawassee, GA

Virtue Capital Management, LLC

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked with firms including Blue Duck Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he is the organizer and principal agent of IMPACT WealthBuilder, LLC, which provides financial education workshops and planning for families and small business owners focused on life insurance and fixed index annuities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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