It Starts With
Who You’ll Work With
Our growing team strives to deliver constant fulfillment for distinguished clients with exceptional wealth and equally sophisticated needs.
Joseph White, CFP
Senior Financial Advisor | Managing Director – Investments
For the wealthiest who feel overwhelmed when managing their wealth and for those who hesitate to entrust their assets to financial advisors, we welcome the opportunity to change your perspective. That’s because working with us, we believe you’ll have access to some of the industry’s brightest minds and globe-spanning research, delivered with heartfelt care.
What Brings Clients To Us?
They want a fresh start
They need an advisor they can trust
They covet genuine, sound guidance
Why Do Our Clients Stay?
Their investments become organized and tailored
They know they chose the appropriate team for them
They feel confident they can enjoy their wealth
Investing Strategies Designed to Help You Achieve Your Financial Goals
Industry Education & Awards
Joseph White has the distinct honor of being recognized by Five Star Wealth Manager and Forbes. He believes this is a testament to his commitment to professional excellence and delivering elevated customer service.
Joseph White, Managing Director - Investments received
CERTIFIED FINANCIAL PLANNER®
professional
Joseph White, Managing Director - Investments received
Fivestar Wealth Manager Award
2016 – 2025
Only a fraction of the wealth managers considered wee named Five Start Wealth mangers based on criteria, including client retention rate, regulatory history and assets under advisement.
Joseph White, Managing Director - Investments received
Forbes Best-In-State Wealth Advisor,
2024 & 2025
The 2025 Five Star Wealth Manager award was issued on 12/1/2024 by Five Star Professional (FSP) for the time period 2/13/2024 through 8/30/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4745 Los Angeles-area wealth managers were considered for the award; 163 ([3% of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
2024 Award issued on 12/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. 4527 Los Angeles-area wealth managers were considered for the award. 158 (3% of candidates) were named 2024 Five Star Wealth Managers.
2023 Award issued on 12/01/2022 by Five Star Professional (FSP) for the time period 03/28/2022 through 09/23/2022. 3629 Los Angeles-area wealth managers were considered for the award. 155 (4% of candidates) were named 2023 Five Star Wealth Managers.
2022 Award issued on 12/1/21 by Five Star Professional (FSP) for the time period 03/29/2021 through 10/1/2021. 3781 Los Angeles-area wealth managers were considered for the award. 150 (4% of candidates) were named 2022 Five Star Wealth Managers.
2021 Award issued on 12/1/20 by Five Star Professional (FSP) for the time period 03/30/2020 through 10/9/2020. 3574 Los Angeles-area wealth managers were considered for the award. 168 (5% of candidates) were named 2021 Five Star Wealth Managers.
2020 Award issued on 12/1/19 by Five Star Professional (FSP) for the time period 03/1/2019 through 10/25/2019. 3527 Los Angeles-area wealth managers were considered for the award. 158 (4% of candidates) were named 2020 Five Star Wealth Managers.
2019 Award issued on 12/1/18 by Five Star Professional (FSP) for the time period 03/26/2018 through 10/16/2018. 3528 Los Angeles-area wealth managers were considered for the award. 154 (4% of candidates) were named 2019 Five Star Wealth Managers.
2018 Award issued on 12/1/17 by Five Star Professional (FSP) for the time period 03/23/2017 through 10/13/2017. 2708 Los Angeles-area wealth managers were considered for the award. 154 (6% of candidates) were named 2018 Five Star Wealth Managers.
2017 Award issued on 11/1/16 by Five Star Professional (FSP) for the time period 02/25/2016 through 10/24/2016. 2351 Los Angeles-area wealth managers were considered for the award. 287 (12% of candidates) were named 2017 Five Star Wealth Managers.
2016 Award issued on 11/1/15 by Five Star Professional (FSP) for the time period 05/22/2015 through 10/16/2015. 2374 Los Angeles-area wealth managers were considered for the award. 298 (13% of candidates) were named 2016 Five Star Wealth Managers.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. (Source: Forbes.com). View full disclosure.
Your Financial Future Begins With a Plan
And our plan is to help you achieve life’s most fulfilling moments through caring, devoted stewardship of your wealth.