Investment Management

At White Knight Strategic Wealth Advisors, we believe our distinctive investing approach and our extraordinary level of expertise help to set us apart.

Steady Income, Smart Growth

The success of any financial plan hinges on investment results: Too little growth—or too much volatility—and you can fall short of your most important goals.

White Knight Strategic Wealth Advisors's investment approach is designed to ensure consistent growth with low volatility. Through our growth-and-income style, we aim to capture total returns that help you beat inflation and reach your objectives.

Our investments of choice include dividend-paying stocks, carefully selected bonds and alternative income sources such as master limited partnerships. We seek to buy investments for less than their intrinsic value; history shows that such opportunities provide superior results over time.

Limited Taxes

Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. Thanks to our CPA-level tax expertise, we provide clients with sophisticated tax-management strategies that simply aren't available elsewhere.

Expertise Matters

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts. Managing Director and Chief Investment Officer, Harpreet S. Mangat, holds two of the premier designations in the financial services field: Certified Financial Planner (CFP) credential and Certified Investment Management Analyst (CIMA). Our sophisticated investing and tax-management solutions are always tailored for each client's unique situation and objectives. We never use a cookie-cutter approach. With our expertise and a tireless dedication to our clients, we believe we're uniquely positioned to help you turn your plans into reality.