Trent White (CFP®, JD, LLM)

Trent White focuses in the
following client markets or areas of practice:

Charitable Giving

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Professional Athletes or Entertainers

Real Estate Investments

Planning Specialties

- Investments

- Cash flow

- Charitable giving

- Tax planning

Additional Information

Trent began investing in stocks at the age of 12 and is passionate about helping his clients have peace of mind, optimizing returns while minimizing risk, fees, and taxes. His background includes experience as a life insurance agent, tax preparer, and financial advisor with over a decade working with high net worth and ultra high net worth households. He credits his law degree to helping him develop critical thinking skills that he employs regularly to the benefit of his clients. He is enthusiastic about serving clients as an independent advisor because it removes any loyalties or incentives that would conflict with his fiduciary duty to his clients.