A complete list of active advisors currently associated with White Wealth Managers, LLC

Warmer can help you find a great advisor at White Wealth Managers, LLC or one who fits your needs even better.

White Wealth Managers, LLC provides discretionary investment management and related financial planning services to individuals, trusts, estates and other entities. The firm manages roughly $8.5 million in client assets across about two dozen accounts and begins client relationships by developing a written Financial Profile and Investment Plan tailored to each client's circumstances and risk tolerance. The firm constructs portfolios using individual stocks, ETFs, bonds and pooled funds and applies fundamental, technical and charting analysis as part of its investment process. Portfolios are implemented and traded under discretionary authority and reviewed regularly, with strategies that can include long- and short-term purchases as well as trading, options writing, margin transactions and short sales when appropriate. Noteworthy aspects include the advisor’s Chartered Market Technician designation and the firm’s participation in the TradePMR custodial program, which provides research, technology and access to institutional mutual funds not typically available to retail accounts. The firm does not vote proxies for client securities (clients receive proxy materials directly), and it discloses the potential conflicts created by the custodial relationship while retaining the ability to block-trade when aggregating orders.

To learn more about the advisors currently working at White Wealth Managers, 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.