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Welcome to White Wing Wealth Management, LLC

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.

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The Firm

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.

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Our Approach

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.

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The Team

Scott started his career in wealth management in 2004 with Schrader-Griffiths Financial as an intern and later as an associate.

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