News & Highlights
7 Things We Want You to Know About Retirement Lifestyle Planning
A look at the conversations we have with you during your transition to retirement, and why there is no single “right” way to do it. By Shane...
Estate Planning Conversations, Part 1: What Impact Do You Want to Have?
Why the most important work happens before an attorney gets involved By Corey Vertich, Uhler Vertich White Advisors Estate planning is...
Estate Planning Conversations, Part 2: Preparing Heirs, Not Just Inheritances
The most important thing you leave behind isn't the money. It's whether the people you love are ready to receive it. By Corey Vertich, Uhler...
Estate Planning Conversations, Part 3: Protecting Your Loved Ones and Your Legacy
Signing the paperwork is just one piece of the process. Here’s how we help make sure your estate plan works when your family needs it most. ...
Special Needs Financial Planning: Because Their Whole Life Deserves a Whole Plan
How to build a team, protect essential benefits, and create a plan that gives your family confidence about the future By Corey Vertich, Uhler...
Vertich named to Forbes’ 2026 Best-In-State Wealth Advisors list
FORT MYERS, Fla. (April 22, 2026) — J. Corey Vertich, CFP®, co-founder and principal of Uhler Vertich White Advisors, has been named to Forbes’ 2026...