A certification of skill – a commitment to serve

HugganWhite Wealth Management

LIVE FOR TODAY, but plan well for the years to come...

Your interests, your goals, your life and what’s important to you – these are the things that really matter to us. We know your life is far more than portfolio holdings and account balances.

By necessity, successful individuals and families have more complex needs that require specific, tailored solutions. We understand the multiple issues that come with the seamless, coordinated management of significant wealth.

  • WEALTH MANAGEMENT
  • RETIREMENT PLANNING
  • RISK MANAGEMENT
  • ESTATE PLANNING
  • CHARITABLE GIVING

Your particular wealth management objectives and requirements are independent. We will work with you to create a comprehensive wealth management plan incorporating all facets of your financial picture providing a roadmap both now and as your life and objectives change over time.


2020 Year End Tax Planning PDF

2020 Financial Planning Facts

Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs.
Niches
Business Owners

Business Owners

06/08/2018
Unique solutions for business owners and entrepreneurs.
Niches
Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
Niches
Young Investors

Young Investors

06/08/2018
Investing at a young age is a smart decision.
Niches
Family & Individuals

Family & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

John Huggan

John

Huggan, CIM® FCSI™ Portfolio Manager Senior Vice President, Private Client Group
Craig White

Craig

White, CIM® FCSI™ Portfolio Manager Senior Vice President, Private Client Group
Sherri Johnson.

Sherri

Johnson Financial Advisor Assistant
Diana Zaleski.

Diana

Zaleski Financial Advisor Assistant
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Sophisticated wealth management