Uhler & Vertich Financial Planners and Scott White Advisors have merged to form Uhler Vertich White Advisors
FORT MYERS, Fla. – Uhler & Vertich Financial Planners and Scott White Advisors are pleased to announce their merger, resulting in the formation of a new company called Uhler Vertich White Advisors. The merger brings together two highly respected financial planning firms with a shared vision of delivering tailored, concierge services to its clients, including asset diversification, trusts, estate plans, investments and retirement.
Uhler & Vertich Financial Planners was founded in 2002 by principals Tom Uhler and Corey Vertich. The firm has an established clientele of high-net-worth families and is known for helping its clients become and remain financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth.
Scott White Advisors was founded in 2006 by Scott White and is similarly known for serving families with significant net worth develop estate and financial plans.
By combining their expertise and resources, Uhler Vertich White Advisors aims to offer an even more robust suite of services to meet the evolving needs of their clients in an increasingly complex financial landscape. The merger was completed with no interruption of service to clients.
“We are thrilled to announce the merger of Uhler & Vertich Financial Planners and Scott White Advisors, creating Uhler Vertich White Advisors,” said Corey Vertich. ‘This partnership brings together two companies that share a commitment to delivering exceptional client service and personalized financial solutions. We believe that by leveraging our collective expertise, we will be able to provide an unparalleled level of comprehensive wealth management services to our clients.”
The newly formed Uhler Vertich White Advisors will operate under the leadership of the three principals from both merging companies. This team brings together a wealth of industry knowledge and experience, positioning the new entity for continued success in the financial planning and investment management sectors.
“We are excited about the opportunities that this merger presents,” said Scott White. “Uhler Vertich White Advisors will benefit from the combined strengths of our two firms, allowing us to offer a wider range of services and solutions to our clients. Our shared values and commitment to excellence make this a natural partnership, and we look forward to achieving new heights together.”
Uhler Vertich White Advisors, an independent registered investment advisory firm, is dedicated to the success of its clients’ personal, family, financial and charitable goals. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uvwadvisors.com or call 239-936-6300.
Investment advisory services are offered through Uhler Vertich White Advisors. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisers nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisers throughout the United States, Canada and overseas. Total client assets are approximately $1.22 trillion as of March 31, 2023. Additional information is available at www.raymondjames.com.
Raymond James does not offer tax advice and services. You should discuss any tax matters with the appropriate professional.
