White Wing Wealth Management, LLC

White Wing Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement consulting to individuals — including high-net-worth clients — as well as corporations and other business entities. The firm delivers these services on a fee basis tied to assets under management and typically implements portfolios built from mutual funds and exchange-traded funds while tailoring recommendations to client goals and risk profiles.

The firm describes a process grounded in modern portfolio theory, using client questionnaires and risk profiling to set asset allocation, then monitoring and rebalancing portfolios on an ongoing basis; it also offers complementary or reduced-cost financial planning to clients whose portfolios it manages. Custody and execution are handled through qualified custodians (including Charles Schwab and SEI), and the firm requires clients to open custodian accounts for management and fee withdrawal.

Distinctively, White Wing is affiliated with White Wing Capital Partners, LLC and serves as sponsor/general partner to affiliated pooled funds (White Wing Capital I, LP and White Wing Capital II, LP), which its brochure discloses can create a material financial interest and potential conflicts when recommending those private funds to clients. The firm notes that client approval is sought before investing in affiliated vehicles and that it may be deemed to have custody over assets invested in those pooled vehicles, practices that are uncommon among similarly sized advisers.