Welcome to Life Certain Wealth Strategies. We understand that selecting the right financial advisor is an important decision for you and we appreciate your spending some time browsing our website. We believe you will find here all the details you need to help you in that decision-making process.

For example, under “Services We Provide” you will see how comprehensive we are, providing a full range of services from traditional financial planning to very complex financial matters. You’ll meet our wealth management team by clicking on “Our Team”. Our team includes:

  • Certified Financial PlannersTM
  • Estate Planning Attorney
  • Tax Specialists
  • Investment Specialist
  • Insurance Specialist

Our Videos are an excellent way to get acquainted with our financial and business planning process, click on “Planning Process Videos.” In addition, you can find e-seminars, calculators and articles on many financial topics in the “Learning Center”. By clicking on “News and Media” you can review recent media coverage of our firm. If you are interested in our portfolio construction process or our philosophy of practice, look under “Services We Provide”.

Although websites, by their very nature, are impersonal and cannot adequately convey to you the intangible qualities that set us apart, it is our goal to demonstrate those qualities when we talk with you in person.

In the meantime, we encourage you to review this material with care and thought. Consider our website as the preliminary handshake before our real dialogue begins. It is our hope that if we have not yet met, after you read this material, we soon will. If we have already spent some time together, we hope this material will increase your understanding of what we can do for you. We look forward to a long and mutually beneficial relationship.

Sincerely,

Herb White, CFP®, AIF®, MBA