When you work with our team of
, you will gain access to a relationship-based approach that is ready to face challenges head-on and help set you on a path towards financial well-being.
To schedule an introductory call with the White Rose Wealth team, fill out the form below and we will get in touch within 24 hours.
We are committed to you.
Our team of
Financial Advisors
is passionate about offering
Strategic Income Tax Planning
services to
Hershey, PA
, and surrounding
Central PA locations.
As wealth increases, new opportunities arise, but so do issues. This dichotomy makes tax planning increasingly important, and often complex. With your guidance, our team will work closely with your CPA and attorney to develop strategies that may help minimize current and future income, gift, estate, and wealth transfer taxes. As a result, you can build and preserve your wealth with the peace of mind that more of your assets will be utilized and distributed as you intended.
Learn how planning can make an impact
Life changes when you least expect it
For relaxing or taking a new avenue in life
Let's leave your mark on the world
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Up to 2 Meetings Per Year
Pricing may differ depending on specific client circumstances on a case by case basis.
Up to 2 Meetings Per Year
Pricing may differ depending on specific client circumstances on a case by case basis.
Up to 3 Meetings Per Year
Pricing may differ depending on specific client circumstances on a case by case basis.
Up to 4 Meetings Per Year
Pricing may differ depending on specific client circumstances on a case by case basis.
Behavior gap and behavior coaching avoiding irrational emotional decisions
Making tax-sensitive investments and having a tax-aware approach
Regular rebalancing can be worth as much as 0.2% in additional return and 1.6% in risk reduction
"If advisors are delivering all the services and value beyond the cost of investment-only advice" (Gough, 2017, Para. 10)
Common Questions
What am I getting?
Is there a minimum asset requirement?
Where will we meet?
How will technology be utilized?
What can I expect from White Rose Wealth?
What am I getting?
Is there a minimum asset requirement?
Where will we meet?
How will technology be utilized?
What can I expect from White Rose Wealth?
To schedule an introductory call with the White Rose Wealth team, fill out the form below and we will get in touch within 24 hours.
We are financial planners and advisors that are passionate about our services to our local community, York, PA, and surrounding Central PA locations. As your investment advisor, we will act in your best interest--period. With 20+ years of experience, our team offers relevant industry knowledge and will walk alongside you to assist in reaching your coveted financial milestones.
Peter Kelly offers financial planning, Aaron Trinh offers investment advisory services through Pruco Securities, LLC(Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. offering insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255.
White Rose Wealth Management, LLC is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Pruco entity. Peter Kelly, Aaron Trinh, nor White Rose Wealth Management, LLC do not render tax or legal advice. You should consult with your own advisors regarding your particular situation.
White Rose Wealth Management, LLC does business in the following states:
Securities: PA, NJ, MD
Life Insurance: PA, NJ, MD
Variable Life Insurance: PA, NJ, MD
Property and Casualty: PA, NJ, MD
Mutual Funds: PA, NJ, MD
Fixed Annuities: PA, NJ, MD
Variable Annuities: PA, NJ, MD
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