Partners in Your Success

With over 200+ years of combined experience, our mission is to empower and inform our clients to make sound financial decisions. Our approach is holistic, and we understand that you, your family dynamics, your worldviews, and your short- and long-terms goals all contribute to who you are as a person and as an investor.

Meet the Team

Team-Based Private Wealth Management

Your financial life is interconnected. That’s why it is important that we leverage the expertise of our team and our Wells Fargo affiliates to address your full financial ecosystem. Although we are fully capable as individual advisors, we are stronger as a team and better equipped to serve your various needs. Our main objective is to provide advice through an ongoing, dynamic consultative process that exceeds our clients’ expectations.

Collaboration for Complex Financial Needs

Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design, and implement specific strategies that can help you achieve your goals. In order for your plan to be cohesive, we consult with your attorney, your CPA, insurance specialists, Wells Fargo Bank professionals or Wells Fargo Bank departments, and other Wells Fargo professionals regarding technical and planning concerns.

The Hunter & White Private Wealth Group has been recognized as

one of Forbes Best-in-State Wealth Management Teams 2023-2025.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com) 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. Additional award disclosures.

What to Expect

When you begin working with The Hunter & White Private Wealth Group, you can expect a personalized experience focused entirely on your goals. We take time to understand your life, your family dynamics, and your priorities before developing tailored strategies to address every facet of your financial life—from investing and retirement planning to wealth transfer and philanthropy. Our process is consultative and ongoing, built on open communication, proactive guidance, and coordination with your other trusted professionals to help ensure your plan remains cohesive, comprehensive, and aligned with your evolving needs.