Broker Check

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. We work with a select number of oil and gas professionals, business owners, and "boomers" approaching retirement to provide a prudent and personalized plan.

An effective financial plan is more than an online retirement calculator coupled with a simple asset allocation. To us, the process is about discovering the personal values and financial goals associated with each individual client and creating a holistic approach to their long term success.