White Knight Strategic Wealth Advisors, LLC

White Knight Strategic Wealth Advisors, LLC (WKSWA) is an independent investment advisor founded in July 2019 by Managing Member Harpreet S. Mangat. As a fiduciary, WKSWA prioritizes client interests, offering financial planning services covering vital areas such as cash flow management, risk management, investment planning, tax strategies, retirement planning, and estate planning. The firm tailors financial plans to individual client needs, ensuring accuracy and relevance. WKSWA provides asset management services on a discretionary basis, creating investment guidelines based on client objectives and executing trades accordingly. Clients have the flexibility to make deposits or withdrawals at any time, with fees ranging from 0.45% to 1.5% per annum based on assets under management. WKSWA recommends Schwab as a custodian/broker, providing access to a broad range of investment products and services. The firm emphasizes risk management, acknowledging the various risks associated with investing, including political, market, currency, regulatory, and tax risks. WKSWA does not have any disciplinary items to report and ensures transparency in its fee structure and investment strategies. Clients receive regular account reviews and statements directly from the custodian. Overall, WKSWA aims to deliver dedicated, professional, and integrity-driven services to help clients achieve their financial goals. For more information, visit www.adviserinfo.sec.gov.