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, 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, objective 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 Everything. Always.
Industry Recognition
Awards & Designations
Joseph White has the distinct honor of being recognized by multiple publications and organizations. 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®
certification in 2007
Joseph White, Managing Director - Investments received
Fivestar Wealth Manager Award
2016 – 2025
Only a fraction of eligible wealth managers meet the criteria to receive this honor, including retention rate, regulatory reviews and assets under management.
Joseph White, Managing Director - Investments received
Forbes Best-In-State Wealth Advisor,
2024 & 2025
This award was issued on 12/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the [MARKET NAME] area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. 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. The Five Star award is not indicative of the wealth manager's future performance. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. For more information: View full disclosure
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. For more information, please see most recent year awarded above and view full disclosure here.
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. For more information, please see most recent year awarded above and view full disclosure here.
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. For more information, please see most recent year awarded above and view full disclosure here.
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. 158 (4% of candidates) were named 2021 Five Star Wealth Managers. For more information, please see most recent year awarded above and view full disclosure here.
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. For more information, please see most recent year awarded above and view full disclosure here.
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. For more information, please see most recent year awarded above and view full disclosure here.
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. For more information, please see most recent year awarded above and view full disclosure here.
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. For more information, please see most recent year awarded above and view full disclosure here.
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. For more information, please see most recent year awarded above and view full disclosure here.
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.