White Wing Wealth Management, LLC is a fee-only financial services firm committed to helping our clients achieve their long-term financial goals. Our services are designed with the goal of growing, protecting, and conserving our clients’ wealth, by providing a holistic approach to wealth management and a prudent goal based investment strategy.
White Wing Wealth Management, LLC is an independent financial services firm dedicated to providing wealth management, financial planning, and investment advisory services to our clients.
We approach wealth management by taking time to discover and review our clients from every angle. This process results in the creation of a Total Client Profile (TCP) by examining seven different areas (values, goals, relationships, assets, advisors, process, and interests) in detail and carefully illustrating the necessary information to create a tailored investment strategy. The result is a custom wealth management plan.
Scott started his career in wealth management in 2004 with Schrader-Griffiths Financial as an intern and later as an associate.