WhiteTree Investment Management LLC is a financial services firm based in Mt. Kisco, New York, specializing in personalized investment management and financial planning. The firm is committed to helping clients achieve their long-term financial goals through tailored strategies that align with their individual needs and life stages. WhiteTree emphasizes a holistic approach to wealth management, offering both planning and investment advisory services under fiduciary standards. Their team works closely with individuals, families, and business owners to create strategies encompassing retirement planning, tax efficiency, and asset allocation.

A notable aspect of WhiteTree is its client-centered philosophy, fostering trust through transparent communication and customized solutions. The firm distinguishes itself by offering independent, fee-only advice, allowing them to prioritize clients’ best interests without conflicts of interest. While serving a diverse clientele, WhiteTree maintains a boutique atmosphere, delivering personalized service with institutional-level insight. Their approach is rooted in long-term relationship building and ongoing support as clients’ life circumstances evolve.

Website: https://www.whitetreeadvisors.com/

Key Services:

– Comprehensive financial planning
– Investment management and portfolio oversight
– Retirement income and distribution strategies
– Wealth accumulation and preservation
– Tax-efficient financial strategies
– Risk management and insurance planning
– Education funding strategies
– Estate planning support and coordination