DISCOVER OUR PERSONAL APPROACH TO
WEALTH MANAGEMENT
Comprehensive wealth management, investment, and financial planning solutions for every stage of your journey.
PLANNING FOR RETIREMENT
Regardless of where you are in your retirement savings, we will work with you to assess your current situation and help you set your retirement goals. While everyone's situation is unique, the most important step is to take action now.
STRATEGIES TO PROTECT
& GROW YOUR WEALTH
We provide personalized wealth management solutions that will help you identify investment opportunities and professional strategies to grow and preserve your wealth.
PROTECTING YOUR
FAMILY & LEGACY
We offer financial strategies that protect your family's lifestyle. We guide you through the estate planning process, and help you prepare your final expenses with the goal to make sure you leave a legacy of financial security.
Estate Planning Solutions
Secure Your Family's Future with Free Estate Planning, Complementary to Our Clients
At Karpf White & Associates, we offer professional estate planning solutions to safeguard your family's future. Partnering with Trust & Will, we provide easy online tools to create tailored wills and trusts quickly and efficiently. Begin securing your legacy today with our step-by-step, attorney-designed services.
KWA does not provide legal advice and the trust and will is a separate entity.
Check thebackground of investment professionals associated with this site on FINRA’s BrokerCheck
OUR PERSONAL APPROACH FOR CREATING A PLAN MADE JUST FOR YOU
DISCOVER
Our team of seasoned professionals will spend time with you, understanding your unique financial goals, lifestyle, and personal needs for your future.
BUILD
IMPLEMENT
With our wide variety of services, we will enact the appropriate options that fit your strategic needs.
REVIEW
Connecticut Shoreline's Valued Financial Team
Our team of professionals have over
68 years
of collective
experience.
Regardless of your financial management needs, we have the skills necessary to help you develop financial confidence.
From Coast to Coast - helping families reach their financial goals
Email Us
Karpf, White & Associates
Wealth Management
Office: 475-227-0075
Fax: 203-900-8719
388 E. Main St., #24L
Branford, CT 06405
mark@karpfwhitewealth.com
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by ArekMD to provide information on a topic that may be of interest. ArekMD is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Mark White, Russell Karpf and Michael Taverner are Registered Representatives is a Registered Representative with, and Securities and Advisory Services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, WA