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.
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.
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.