Investment Advisory


At White & Associates, we take money management seriously.
  1. We build customized portfolios appropriate for your goals while aiming for expected returns for a given level of anticipated risk.

  2. Next, we identify the items we can control, such as minimizing expenses, taxes and risk through diversification.   

  3. Finally, portfolios are built with tax minimization and estate planning strategies in mind.  Our strategic partners including CPAs and attorneys can also help from a legacy planning perspective.


White & Associates offers financial management strategies and advice in the following key areas:


  • Roth/Traditional IRAs

  • Roth/Traditional 401(k)

  • Individual and Joint Accounts

  • College Education Plans

  • Business Retirement Plans

  • Investment Management in Retirement

  • Maximizing Retirement Benefits

  • Legacy Wealth Transfer

Retirement & Financial Planning:

  • Work together to develop your financial plan for major purchases, education, retirement, etc.

  • Help determine retirement resources needed

  • Monitor retirement goals and investment assets over time

  • Prepare for life transitions- birth of a child, career changes, retirement, and long term care needs

  • Legacy goals - business succession/estate and charitable gift planning