Affluent families typically have complex financial planning needs. Scott White Advisors specializes in maintaining and investing family wealth for current and future generations. You’ve worked hard for your success – we can help you make the most of it.
At Scott White Advisors, we understand the many decisions that accompany significant portfolios. We work closely with you to prepare for the years ahead by developing and implementing a plan for asset diversification, trusts, estate plans, investments and retirement.
Our practice is limited to a select number of clients, so that every client—and every family member—receives the personalized attention they deserve.
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CFP®, ChFC, CLU