News & Highlights
Making a Local Impact: Our Partnership with United Way of Lee, Hendry, and Glades
At Uhler Vertich White Advisors, giving back to the community isn’t just something we do it’s part of who we are. That’s why we’re proud to support...
Exciting News from the Carrier Family!
We're delighted to share joyful news from the Carrier family! Shane and Katie Carrier are expecting a baby girl this August. After thoughtful...
Vertich named to Forbes 2025 Best-In-State Wealth Advisors
FORT MYERS, Fla. (May 29, 2025) – Corey Vertich, CFP®, founding principal with Uhler Vertich White Advisors, was selected by Forbes magazine for its...
The Navigator – Winter 2025
Do you have an IRA? Americans have long been recognized for their remarkable generosity towards charitable causes. According to the National...
Uhler Vertich White Advisors host Brandes Investment Partners financial expert
FORT MYERS, Fla. (March 4, 2025) – Uhler Vertich White Advisors hosted clients for “The Experts Speak,” its annual program that features financial...
Financial Considerations for Your Grandchildren
Being a grandparent means wearing many hats, and one of the most rewarding roles can be guiding your grandkids toward a brighter financial future....