WHITESPACE FINANCIA, LLC
 A Boutique Investment & Wealth Management Company

 

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Initial Consultation

As a boutique firm, WhiteSpace Finanancial seeks focused relationships with our clients.  Our advisory services are generally suitable for business owners/principals with a family net worth between $7M and $50M.  Our investment advisory accounts begin at $300,000.  However, in celebration of the inaugural phase of WhiteSpace Financial, we waive all account size minimums and net worth prerequisites for our founding “Plank Owner” clients through March 7, 2012.

Your initial consultation is for your investments and family finances or for a company sponsored retirement plan.  When we review your investments and family finances, we’ll look at income and expenses as well as your assets and liabilities.  We understand your goal is to gain comfort and security from the wealth you create and we’ll help you do this.   If you become a client and do not have personal financial statements, we can have them prepared for you by qualified third parties. 

Many business owners will want to begin their due diligence and introduction to WhiteSpace Financial by having us look at the company retirement plan(s) they sponsor.  Technically complex, the company retirement plan you sponsor may be a generic off-the-shelf offering and lacking many of the features necessary to maximize your wealth protection and diversification opportunities.  Our retirement plan analysis is centered on you as principal and we work out from there.  Our experience is when we increase the value and security of the plan to the business owner, the value and security to all employees will improve.  This is consistent with the spirit and evolution of tax and public policy that define what can be done and the incentives to do it.  

Begin your personal or retirement plan consultation with an email to info@ourwhitespace.com or call us at 650-777-7588.  If you prefer, get started by filling in a few details below.  Welcome to our WhiteSpace.

 

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Last modified: 03/17/09