OUR WHITESPACE

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible for the best outcomes possible over time... As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan... WhiteSpace Financial, LLC, is a boutique investment management and wealth advisory firm. Our clients are typically tech executives or business principals and their families and most are located in Northern California, predominantly in Silicon Valley. We take a broad and deep view of wealth management and we address 12 core issues when helping our clients accumulate, protect, and ultimately distribute their wealth.

Primary location: Southern United States