Steve White
Wealth Advisor; Director of Estate and Business Owner Planning at Envision Financial, LLC
- Role
- Wealth Advisor Director of Estate and Business Owner Planning at Envision Financial Llc
- Location
- Brookfield, WI, US
- LinkedIn followers
- 500 followers
About Steve White
Over 25 years of experience serving as a trusted advisor to high net worth individuals, families, privately held businesses, and non-profit organizations providing common sense solutions to help clients implement and achieve their business succession, charitable, family giving, retirement and wealth management goals. Extensive experience consulting and collaborating as a resource with other professional advisors on all aspects of business, estate, tax and financial planning. My goal in every relationship is to communicate complex and technical planning concepts in easy to understand terms that will motivate clients to move forward with implementing a strategic wealth plan that reflects their goals and values while preserving wealth and family harmony.
Experience
Wealth Advisor Director of Estate and Business Owner Planning
Feb 2025 — Present · Brookfield, WI, US
Envision Financial LLC is a boutique wealth management firm with decades of expertise providing integrated investment advisory, financial planning, tax, and trust administration services to high net-worth individuals and families, business owners, corporate executives, and related entities.As fee-only fiduciaries, our client-centered approach always places clients’ interests above all-others.As Ambassadors of Straight Talk, we are passionate about objectivity and transparency.Through our relationship with Charles Schwab & Co, Inc. as custodian and brokerage-of-choice, we offer the best of both worlds. Envision offers the flexibility and objectivity of an independent firm while leveraging the scale and resources of Schwab, the largest provider of custody and brokerage services to independent registered investment advisors (serving nearly advisors managing client assets of $3.74 trillion).
Education
University of Wisconsin Law School
JD
University of Wisconsin-Madison
BA
Skills
- Series 65
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