About Us - White Knight Strategic Wealth Advisors, LLC

Our Story

Everything Started in 1986

Investors owe it to themselves to take a hard, skeptical look at any advisor who wants their business. At White Knight Strategic Wealth Advisors, we welcome clients with the highest expectations.

Uncommon Expertise

Qualifications matter—especially in a field where virtually anyone can present himself or herself as a financial advisor. Our Managing Director, Harpreet S. Mangat, holds the distinguished Certified Financial Planner (CFP) credential and is also a licensed Certified Investment Management Analyst (CIMA). Our credentials and depth of knowledge are prime reasons so many of our clients are accountants, attorneys and other knowledgeable professionals.

Investment Excellence

Using a disciplined growth-and-income investing approach, we use independent analysis to select the most promising opportunities at any point in a market cycle. And unlike other advisors, we can explain to our clients exactly why their portfolio holds each specific investment. We never invest clients' money on a hunch, and we never blindly follow the lead of others.

Independence and Objectivity

White Knight Strategic Wealth Advisors, LLC is an independent Registered Investment Advisor. Here's why that's important: Employees of marquee brokerage firms are expected to generate profits for their parent company, which we believe creates conflicts of interest. As an independent firm, we at White Knight answer to our clients, period. Our business model frees us to focus only on your success, and to put your interests first at all times.

To make sure that all of our clients' financial needs are met as a whole, we regularly work with their accountants, attorneys and other experts.

The Power of Choice

Selecting a financial advisor is one of the most important decisions that individuals and families will make. If your criteria for choosing an advisor include the highest levels of expertise, independence and integrity, we invite you to learn more about us.

We focus on comprehensive wealth management. And, it’s what sets us apart from the competition.
- Harpreet Singh Mangat

Our Team

Meet Our Team of Friendly Professionals

Harpreet S. Mangat, CFP, CIMA, CDFA

Managing Director

Bio

Daniel W. Clifford, APMA

Senior Portfolio Manager

Bio

Simmerpal K. Bains

Private Wealth Advisor

Bio

Hyder Nihal Agha, CFP, APMA

Advisor

Bio

Tom Burcher

Personal Wealth Advisor

Bio

Alliances

We are proud to sit on the same side of the table as our clients.

Certified Investment Management Analyst

Certified Financial Planner™

Institute for Divorce Financial Analysts

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
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