A complete list of active advisors currently associated with White Knight Strategic Wealth Advisors, LLC
Warmer can help you find a great advisor at White Knight Strategic Wealth Advisors, LLC or one who fits your needs even better.
White Knight Strategic Wealth Advisors provides fiduciary investment advisory and financial planning services to individuals, families, trusts, non‑profit organizations, and businesses, including high‑net‑worth clients. Services are provided in‑house and include discretionary portfolio management, annual financial planning engagements, and assistance integrating held‑away retirement and education accounts through the Pontera platform. The firm develops individualized asset‑allocation guidelines rooted in a written financial plan and combines fundamental and technical analysis to pursue long‑term, tax‑aware, diversified portfolios while generally managing accounts on a discretionary basis. WKSWA implements opportunistic rebalancing on held‑away accounts and may employ a broader set of strategies when appropriate, consistent with client objectives and stated risk tolerances. A distinctive feature of WKSWA is that certain professionals are also registered representatives of Purshe Kaplan Sterling Investments (PKS) and are separately licensed insurance agents, allowing the firm to implement brokered securities and insurance transactions that generate commissions and 12b‑1 fees; the brochure discloses these conflicts and notes the firm’s practice of excluding commissioned variable annuities from its management fee calculations. The firm also states it may charge performance‑based fees to qualified clients — a relatively uncommon practice among team firms — and describes internal policies intended to address the incentive and allocation conflicts that can arise.
To learn more about the advisors currently working at White Knight Strategic Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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