Scott White Advisors, LLC

Scott White Advisors, LLC, established on January 1, 2009, is a registered investment adviser based in Fort Myers, Florida. The firm specializes in providing wealth management services, including financial planning and investment advisory services. Clients receive personalized financial plans covering income tax, estate planning, insurance, and investment management. Investment advice is tailored to meet clients' needs and objectives, with the firm offering both discretionary and non-discretionary investment management services. Clients may impose restrictions on investing in certain securities, and SWA assists in coordinating the implementation of recommendations. The firm primarily advises on mutual funds and may recommend various types of investments based on client goals. SWA follows a comprehensive financial planning approach, with a focus on diversification, asset allocation, and professional management to increase the probability of long-term investing success. Clients are continuously monitored, and regular reviews and meetings are conducted at least annually. SWA does not engage in performance-based fees, and clients have the option to use their preferred broker-dealer for transactions. The firm upholds a Code of Ethics and maintains strict privacy policies to protect clients' information. SWA does not take physical custody of client funds and securities, and clients have the right to decline any advice provided on a non-discretionary basis. The firm prioritizes client interests and does not participate in legal proceedings on behalf of clients. SWA emphasizes transparency and privacy, ensuring the security of clients' personal information.