Financial Advisors
Meridian, ID
White Cloud Wealth Management is a fee-only, fiduciary financial planning firm based in Meridian, Idaho, specializing in comprehensive financial planning for mid-career professionals earning $300k+ and pre-retirees/retirees with $800k+ in investable assets. Led by Certified Financial Planners since 2007, they create customized plans addressing retirement planning, investment management, tax strategies, and wealth coordination. They serve clients across the nation through in-person meetings in Meridian or virtual consultations.
Ideal for: Mid-career professionals earning $300k+, Pre-retirees and retirees with $800k+ in assets, High-income earners seeking tax-efficient strategies
Service area: Meridian, Idaho and nationwide
Fee-Only Fiduciary Model: As fee-only fiduciaries, White Cloud eliminates commission conflicts and legally commits to acting in clients' best interests.
CFP Certified Team: All planners hold Certified Financial Planner credentials, ensuring specialized expertise in comprehensive financial planning.
Specialized Niche Focus: They focus exclusively on mid-career professionals and retirees with substantial assets, allowing deep expertise in high-net-worth planning strategies.
Address: 1817 N Lakes Pl Suite 100, Meridian, ID 83646
Phone: (208) 795-5123
Website: whitecloudwm.com
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