great white wealth management is built on the philosophy of truly diversified portfolio investing. we see traditional investing as an important component of the overall financial planning process, but a component that works in conjunction with alternative investing and insurance to allow for holistic, full-picture planning. 

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Traditional investing is the kind of investing most people think about when asked about their investment portfolio; it includes products like mutual funds, stocks, guaranteed investment certificates, and more. 

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Great white wealth management managing advisor drew white has more than 20 years of experience in traditional investing. Our firm will review your existing portfolio, risk tolerance, and long-term goals to determine how these investments fit into your financial plan. 

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