Uhler Vertich White Advisors

Uhler Vertich White Advisors Uhler Vertich White Advisors, an independent registered investment advisor. Securities offered through Raymond James Financial Services, Inc.

Uhler Vertich White Advisors is an independent registered investment advisor that provides tailored solutions and unwavering care to high net worth families. We work with our clients to understand and help manifest their long-term financial goals from this generation to the next. Our practice includes all aspects of financial planning such as asset diversification, trusts, estate plans, investment

s and retirement. Our clients receive more than financial advice—they get the personal attention that we believe should come with it. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Have you seen a ? Not the hockey players, but the . The Seminole tribe of Florida calls it coo-wah-chobee, or "big ca...
03/28/2025

Have you seen a ? Not the hockey players, but the . The Seminole tribe of Florida calls it coo-wah-chobee, or "big cat." A naturalist will say Puma concolor coryi.

g.co

Stay up to date with our winter newsletter! Explore the latest financial insights, expert guidance, and firm updates. Re...
03/03/2025

Stay up to date with our winter newsletter! Explore the latest financial insights, expert guidance, and firm updates. Read it now!

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Charitable giving remains a cornerstone of American generosity, with $557.16 billion donated in 2023. At Uhler Vertich W...
02/04/2025

Charitable giving remains a cornerstone of American generosity, with $557.16 billion donated in 2023. At Uhler Vertich White Advisors, we help clients make a lasting impact through strategic giving. In 2024, our clients contributed over $400,000 to charities via their IRAs, utilizing Qualified Charitable Distributions (QCDs) to maximize their gifts while meeting financial goals.

Want to explore how QCDs can benefit your philanthropy and finances? Let's connect! hashtag hashtag hashtag

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Purpose gives us direction, fuels our growth and allows us to leave a lasting impact. Whether you're building a business...
01/14/2025

Purpose gives us direction, fuels our growth and allows us to leave a lasting impact. Whether you're building a business, excelling in your craft or navigating life after retirement, staying connected to your purpose is key to finding fulfillment.

In our recent article, we explore how purpose evolves through careers and into retirement –and how we help our clients align their financial goals with their next chapter.
Ready to discover your next purpose? Let's start the conversation.

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What is important to You?
12/18/2024

What is important to You?

#2024
12/12/2024

#2024

Converting a traditional to a .The case for converting, and how to do it.
11/28/2024

Converting a traditional to a .
The case for converting, and how to do it.

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We're thrilled to support the United Way of Lee, Hendry, and Glades Counties, , 2024-25 Campaign Kickoff for another ye...
11/14/2024

We're thrilled to support the United Way of Lee, Hendry, and Glades Counties, , 2024-25 Campaign Kickoff for another year. United Way brings our community together to create lasting change, and we're proud to stand alongside them for this year's campaign. Here's to a powerful season of giving, partnership and making a difference!

Question: How hard is it to spend less on Medicare Part D?Answer: We think a caveman can do it. One just needs to know w...
11/08/2024

Question: How hard is it to spend less on Medicare Part D?
Answer: We think a caveman can do it. One just needs to know where to look.

Lifetime Giving Guide.Types of USA Transfer Taxes.Can Life Insurance Help?.Benefits of Trust Planning.
10/24/2024

Lifetime Giving Guide.
Types of USA Transfer Taxes.
Can Life Insurance Help?.
Benefits of Trust Planning.

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10/01/2024

Medicare: Three Things.

Address

1510 Royal Palm Square Boulevard, Ste 103
Fort Myers, FL
33919

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12399366300

Website

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