We believe that having a clear understanding of your finances can do wonders for your well-being.
White Cloud helps you navigate all the complexities of taxes, investments and more to get you to a place you can find peace of mind about your financial future. We do this in a few simple steps:
We do a free no-obligation meeting to discover how your finances are currently structured for your goals.
Sit back and relax while we take all your needs and considerations into account, including:
Our plan conforms to your needs, risk-tolerance, and goals. The world won't stand still, but you will rest easy knowing that your financial plan is structured to meet your goals.
Choosing a financial advisor isn't a decision taken lightly. Since you will likely work with the person or team you choose for many years, building trust is our number one priority. We do that in 3 ways:
We work with you face to face, and emphasize listening as much as advising. We know that everyone's situation is unique so we strive to truly understand your needs before creating a financial plan to address them. This includes an office staff that picks up for your calls right away, monthly statements of activity, newsletters and emails describing our take on market conditions, and an office where the door is always open.
We charge a maximum of 1.00% annual fees on your invested assets paid either monthly or quarterly. This structure is determined by several factors including how many assets we manage for you, and how many other services we provide for you. You can learn more about our this in our Client Relationship Summary.
As a registered investment advisor, we are held to the highest standards of conduct. When researching financial advisors we suggest using the resources made available by the SEC, the US Government's regulatory body that manages and tracks advisors. We are in strict compliance with all of the SEC requirements to act as a fiduciary to our clients.
Getting a professional plan starts with a meeting. Whether that's in person or virtually is your preference. Leave your name, email or phone and we'll schedule a time that works for you.
White Cloud Wealth Management is a financial planner that always puts your goals and needs first. Our team works to create a customized plan to guide you to retirement for yourself or business.
White Cloud Wealth Management is an affiliate advisor of Clear Creek Financial Management. Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place.