How does the advisor help clients – Key Takeaways:
WHITE WING WEALTH MANAGEMENT, LLC is a reliable and experienced financial advisory firm that provides a wide range of services to help clients reach their financial goals. Their team of professionals offers valuable insights and expertise to guide clients in making the best financial decisions for their individual needs.
Facts and Insights
Founded in 2005, WHITE WING WEALTH MANAGEMENT, LLC has been serving clients for over 15 years. In that time, they have grown to manage over $500 million in assets and have a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
WHITE WING WEALTH MANAGEMENT, LLC offers a variety of financial services to help clients manage and grow their wealth. These services include:
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Wealth transfer
Client Types
WHITE WING WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, and small business owners. They also serve clients from various industries and professions, including doctors, lawyers, and executives.
Fees & Compensation
WHITE WING WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ best interests. They do not receive commissions or compensation from any third parties, allowing them to provide unbiased advice.
Background
The team at WHITE WING WEALTH MANAGEMENT, LLC brings a wealth of knowledge and experience to their clients. Their advisors have a strong educational background, with most holding advanced degrees and professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
WHITE WING WEALTH MANAGEMENT, LLC follows a strict code of ethics and is committed to transparency with their clients. They have no disclosures listed on their record with the Securities and Exchange Commission (SEC) or any state regulators.