WhiteCliff Wealth Management offers retirement plan consulting, benchmarking of plan service providers, and investment management for participating employees.

Free your business and employees from hidden fees, risks, and agendas of conventional retirement plans. WhiteCliff Wealth Managment offers retirement plan consulting, benchmarking of plan service providers, and investment management for participating employees. As well as, self-directed features for owners of small businesses to have great access to investment options.  We have provided clients with 401K. Profit Sharing and Cash Balance Plan options that greatly increase savings while reducing the tax burden to the business.

We work with plan sponsors and their investment committees to create plan recommendations that meet the goals of the company. By partnering with all of the major vendors we can find a solution suited for your business and employees. We provide education for the plan sponsors about their fiduciary requirements and have the ability to act as a 3(38) or 3(21) investment fiduciary depending on your specific needs. Furthermore, as your plan grows, we work with you to proactively lower your plan’s expenses.

Most importantly, we differentiate ourselves with an unparalleled level of participant engagement including proactive on-site and virtual education sessions. The health of your business is directly connected to the health and well being of your workforce and understand financial stress can impact employees’ productivity and their personal lives. So, we provide your employees personalized support to understand their options, make smart choices, and get on the path to financial well being. We offer one-on-one meetings for all employees. For those participants approaching retirement, we invite spouses to join us for a more in-depth personal financial analysis that confirms retirement readiness.