Inspire Today

PLAN FOR TOMORROW

Financial Planning Strategies That Puts You First

Schedule A no obligation consultation today!
LinkedIn
Facebook
Are you on track to achieve your financial goals?
Schedule A no obligation consultation today!
LinkedIn
Facebook
Are you on track to achieve your financial goals?
Our Story
Our Mission

Why White Rose Wealth?

All of us want to improve our tomorrow, but it is challenging to know what that looks like, and what the best way to plan for that entails.
‍
Our passion is to serve you wherever you may be in your financial journey, because creating and maintaining wealth means different things to different people.
‍
Because of this, we utilize a goals-based approach to understand what is important to you, and help set you on a path towards financial well-being.

What's Our Mission?

Our Mission Is To Inspire

We inspire to set goals
We inspire change
We inspire a better retirement
‍
We inspire today... and aid in planning for tomorrow

We Would Love to Work With You to Give Meaning to Your assets

Because We Support You, and What You Value

Who we've worked with

"We highly recommend Aaron Trinh as a personal financial advisor. He is knowledgeable, trustworthy, and shows dedication in helping us with investment decisions. Aaron took the time to get to know us to gain an understanding of our financial goals. He is very personable, responsive, and available to answer any questions or concerns. He strategically developed a financial plan for our future. We are confident that with his guidance we are on the right path to realizing our financial goals."

Rob and Martha G

"I have worked with Pete for over 5 years. His honesty and trustworthiness have enabled me to be at ease with my investment knowing they are in good hands. Above all he is great to work with."

MARK B

White Rose Wealth Is Committed To You

Financial Planning Strategies
Asset Management
Investment Advice

We are financial advisors that are passionate about offering services to our local community, York, PA, and surrounding Central PA locations. As your investment advisor, we will act in your best interest--period. With 120+ years of experience, our team offers relevant industry knowledge and will walk alongside you to assist in reaching your coveted financial milestones.

CLEAR, GENUINE, ORIGINAL GUIDANCE

We have your back

Let's talk about the numbers:

8 IN 10

non-retirees lack a specific financial plan that they follow¹

57%

have not calculated how much money they will need each month to cover expenses in retirement¹

63%

of Americans are unprotected¹



1 - https://www.protectedincome.org/pli-study-and-fact-sheet-article/
Discover How We Can Help

White Rose Wealth Management

2200 S. George St,
Suite W-2,
York, Pennsylvania 17403
‍
(717) 747-1668

Aaron Trinh, Jim Tollinger, and Doug Holtzapple, offer investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. offering insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255.
White Rose Wealth Management, LLC is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Pruco entity. Aaron Trinh, Doug Holtzapple, Jim Tollinger, nor White Rose Wealth Management, LLC do not render tax or legal advice. You should consult with your own advisors regarding your particular situation.

White Rose Wealth Management, LLC does business in the following states:
Securities: PA, NJ, MD, MI, FL, CA, AK, SC, GA, MI, OH, DE
Life Insurance: PA, DE, FL
Variable Life Insurance: PA, DE, FL
Property and Casualty: PA,
Mutual Funds: PA, NJ, MD, MI, FL, CA, AK, SC, GA, MI, OH, DE
Fixed Annuities: PA, DE, FL
Variable Annuities: PA, DE, FL
1048175-00005-00