Our Clients

At White Knight, our clients include successful retirees seeking dependable current income, individuals who are "accumulating" assets and wish to invest them in order to meet clear long-term goals, and businesses that wish to provide the best possible retirement plans to their employees. All of our clients receive ample personal attention and customized advice and solutions—never cookie-cutter answers.

Why Clients Seek Us Out

Just as our clients are a diverse group, they also seek us out for a variety of reasons. Some examples:

  • I want to engage a highly credentialed advisor to protect and grow my investment portfolio
  • I need an expert to help create current, sustainable income from my portfolio
  • I'm a successful professional and need an advisor to manage my investments
  • I'm unhappy with my current advisor and want the benefit of working with an independent advisor
  • I've just sold my business and need help investing the proceeds
  • I'm recently widowed and need help investing and managing various trusts and accounts
  • I've received an inheritance and need to invest it wisely
  • I just left my longtime job and want to roll my 401(k) into something more flexible
  • I need an advisor who will consult closely with my CPA and estate planning attorney

Are We a Good "Fit?"

Choosing an investment advisor is an important decision. At White Knight, we welcome your toughest questions and we take pride in earning your confidence. To arrange a complimentary meeting, please contact us. We look forward to hearing from you.