If this sounds like you, we’d love to help:
We’re not here to sell you products. We’re here to offer expert, objective advice that helps you keep more of what you earn and build lasting wealth.
Our personalized approach ensures that every aspect of your financial life is strategically planned, so you can move forward with confidence. One simple, transparent fee covers comprehensive financial planning, investment management, tax planning, retirement planning, and estate planning—all designed to maximize your wealth and minimize stress.
✔ Expert guidance from experienced advisors
✔ Fiduciary commitment—we always put your best interests first
✔ A smarter fee structure that keeps costs low so more of your money stays invested and working for you
Because every dollar saved is a dollar working toward your future.
| Assets Managed | Flat Fee Based on Asset Level |
|---|---|
| < 500k | 1% |
| 500 - 1M | 0.90% |
| 1M - 2M | 0.80% |
| 2M - 4M | 0.70% |
| 4M - 8M | 0.60% |
| 8M - 12M | 0.50% |
| 12M+ | Negotiable |
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.
You’ve built a successful career, but with success comes complexity. Deferred compensation, RSUs, pension plans, NUA rules, multiple 401(k)s—the list goes on. Without expert planning, high income doesn’t always translate to financial freedom.
Age 38
Earning $325,000
Current Situation
How We Help: We help clarify complex compensation packages, explore tax-efficient strategies for stock options, and develop a personalized plan that may support financial independence by age 55.
Age 45
Earning $400,000
Current Situation:
How We Help: We developed a multi-year Roth conversion strategy and helped create a sustainable income plan that aligned with his long-term goals.
Age 50
Earning $350,000
Current Situation:
How We Help: We built an income and gifting plan that prioritized peace of mind, charitable giving, and legacy protection.
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.