White & Associates
The White & Associates Wealth Management Group has a singular, straightforward mission: to provide tailored, comprehensive wealth management guidance to our clients. We work with select families, businesses and professional organizations to manage their hard-earned wealth using carefully constructed financial strategies. Our approach is patient and personal, our experience is deep, and our focus on clients’ long-term goals is unwavering.
So much of your future relies on our ability to understand you and the things that are important in your life. The first step in our process is to spend time listening to you and learning about your goals and aspirations. Our ultimate objective, using both our group’s and firm’s acumen, is to become an essential resource for you that encourages ongoing dialogue to develop personalized strategies for your individual needs and goals. From sharing our ideas and experience to anticipating your changing needs, we are dedicated to helping you reach your goals.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future healthcare expenses? College on the horizon? Considering the sale of a business or a purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help you address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
