portrait of Nathan M White

About Nathan

Our team strives to be the first choice for the serious, long-term investor. We are based in Albuquerque, NM, and work with investors around the country. Our clients are people who desire and value thoughtful advice and are interested in a long-term partnership with us. We work to understand what is important to our clients, because each investor is unique in their hope for what they want to accomplish in life. Therefore, we use an established process to develop personalized strategies for each client.

I received my degree from the Hankamer School of Business at Baylor University. After graduation, I moved...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Education

  • Baylor UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Photography
  • Health & Nutrition
  • Traveling

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