White Wing Wealth Management, LLC

White Wing Wealth Management serves individual clients (including high-net-worth individuals), corporations, and other business entities with discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and cash-management services. The firm primarily implements portfolios using mutual funds and ETFs and provides ongoing monitoring and periodic rebalancing.

Advice and portfolio construction are tailored to each client’s investment objectives, time horizon, and risk tolerance, with methods that include Modern Portfolio Theory and both long- and short-term purchase strategies. Accounts are reviewed on an ongoing basis with at least annual formal reviews, and clients may engage the firm either on a discretionary basis or receive non‑discretionary recommendations they implement themselves.

Distinctively, White Wing is affiliated with an affiliated adviser/manager that sponsors and manages private pooled vehicles (White Wing Capital Partners, LLC; White Wing Capital I, LP and White Wing Capital II, LP), which creates a potential conflict of interest because the firm or related persons may have material financial interests in such investments; client approval is sought for investments in affiliated funds and participation is optional. The firm also discloses circumstances in which it is deemed to have custody (e.g., standing letters of authorization and investments in affiliated pooled vehicles) and maintains custodial and brokerage relationships that provide third‑party services and research used in managing client accounts.