White Cloud Wealth Management
1817 North Lakes Place, Meridian, ID 83646
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 2:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1817 N Lakes Pl Suite 100, Meridian, ID 83646, United States
About the Business
White Cloud Wealth Management is a finance institution located at 1817 North Lakes Place, Meridian, Idaho, United States. We specialize in Financial Planning, Tax Planning, and Asset Management to help you achieve peace of mind about your financial future. Our team works with you to create a customized plan that aligns with your goals and needs, ensuring that your financial plan is structured to meet your objectives. As a registered investment advisor, we are held to the highest standards of conduct and act as a fiduciary to our clients. We charge a maximum of 1.00% annual fees on your invested assets, paid either monthly or quarterly. Trust White Cloud Wealth Management to guide you to retirement for yourself or your business, and schedule a meeting with us to get started on your financial journey.
Reviews
"I've had Sean as my financial advisor for over 10 years now. He has been a great asset to our family as we plan for the future. We appreciate his willingness to take time to discuss any questions we have and provide guidance."
"Been with Sean for over 15 years. He’s been very helpful and willing to answer all questions."
"Sean is a great advisor that takes the time to explain things well. He also is great at understanding your individual situation and offers suggestions based on personal need. I recommend Sean and the other staff to my friends."
People Also Viewed
-
Mustard Seed Financial & Insurance Inc501 S Main St, Meridian, ID 83642, United States
-
Legacy Insurance & Financial Services800 S Industry Way Suite 250, Meridian, ID 83642, United States
-
MassMutual Idaho3540 E Longwing Ln Suite 210, Meridian, ID 83646, United States
-
Trusted Financial Solutions2865 W Lake Hazel Rd, Meridian, ID 83642, United States
-
Cornerstone Financial Planning3023 E Copper Point Dr #106, Meridian, ID 83642, United States
-
COUNTRY Financial - Cascades East Agency1880 S Cobalt Point Way, Meridian, ID 83642, United States
-
Eli Volkov - COUNTRY Financial Agent1920 N Lakes Pl #110, Meridian, ID 83642, United States
-
Sean McCullough - COUNTRY Financial Agent1920 N Lakes Pl #110, Meridian, ID 83642, United States
-
Josh Beaudin - COUNTRY Financial Agent3929 E Overland Rd, Meridian, ID 83642, United States
-
MetLife3023 E Copper Point Dr #106, Meridian, ID 83642, United States
-
Adam Duchek: Primerica - Financial Services1404 N Main St SUITE 202, Meridian, ID 83642, United States
-
Darrell Wickham - COUNTRY Financial Agent3929 E Overland Rd, Meridian, ID 83642, United States
-
Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors1530 W State St, Meridian, ID 83642, United States
-
Liberty Tax1890 E Fairview Ave c, Meridian, ID 83642, United States
-
Purcell Capital3597 E Monarch Sky Ln Suite 240, Meridian, ID 83646, United States
-
BERRETT TAX & FINANCE INC.1943 E Overland Rd Ste. 110, Meridian, ID 83642, United States
-
Quantum Tax Compliance889 Clara Ave N, Meridian, ID 83642, United States
-
Aurora Granados Income Tax Office9495 W Chinden Blvd, Meridian, ID 83646, United States
-
First Command Financial Advisor - Cody Rome1404 N Main St STE 102, Meridian, ID 83642, United States
-
D W Hockman Financial Services3142 W Belltower Dr, Meridian, ID 83646, United States
-
Edward Jones - Financial Advisor3120 W Belltower Dr #125, Meridian, ID 83646, United States
People also searched for
List of local businesses, places and services in Idaho
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos