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
karpf, white & associates in news
Fox Business News
"Top tips to help lottery winners protect their finances"
"Experts say those who win the jackpot will need a team of professionals – from a CPA to a lawyer and wealth manager – to properly handle their sudden windfall.
Mark J. White, wealth advisor and managing partner of Karpf, White & Associates Wealth Management, told FOX Business that having a strong team in place is "critical" given that no one professional has expertise in all the areas needed to manage the surprise fortune."
New York Post
"US Treasury bonds explained: Why Trump tariffs have investors freaking out and scratching their heads"
" “The recent selloff in US Treasuries … underscores significant shifts in the bond market,” Mark White, a wealth adviser and managing partner of Karpf, White & Associates Wealth Management, told The Post.
“Rising Treasury yields typically signal investor concerns about inflation and fiscal policy, potentially leading to higher borrowing costs across the economy.”
White warned that yields can continue to rise, possibly approaching 5%
"
