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How We Help
Comprehensive Financial Planning and Investment Management
White Allium Wealth Advisors provides comprehensive financial planning and investment management services designed to support you through every stage of life.
Based in New Haven, Connecticut, we are an independent, women-owned, fee-only fiduciary financial advisor, serving clients locally and nationwide.
Personalized For You
Our financial strategies are personalized for you, your goals, your values, and the life you want to build. We take the time to listen, simplify complexity and plan thoughtfully.
We believe that every financial decision is interconnected, so we design your financial plan holistically. Every aspect of your financial world is coordinated—from cash flow, tax, and retirement planning to insurance, estate, and investment management.
As Your Trusted Fiduciary Partner
As your trusted fiduciary partner, we always act in your best interest—providing clear insight so your financial choices feel grounded and deliberate and are aligned with your goals. Our mission is to help you move forward with confidence and reassurance, freeing you to focus on what’s truly important.
Meet our founder
CERTIFIED FINANCIAL PLANNER® Professional
As a CERTIFIED FINANCIAL PLANNER® professional and a holder of the Chartered Financial Analyst® designation, Bernadette Huang brings over 30 years of global finance experience spanning institutional asset management and personal financial planning.
As a wife and mother, she understands the realities of balancing career, family, and long‑term goals. That perspective inspired her to found White Allium Wealth Advisors—to support women and busy professionals like herself as they navigate the complexities of financial life.
She combines deep financial expertise with genuine empathy, helping clients simplify decisions and stay organized, empowering them toward lasting financial well-being.
Who we help
Financial Guidance for Women, Busy Families and Individuals, and Retirees
We’re here for you—whether you're a woman taking charge of your financial future, a busy family or individual juggling life’s demands, or preparing for your next chapter in retirement.
Whatever your goals or stage of life, we provide personalized guidance to help you move forward with confidence and focus.
Ready to take the first step?
Your goals matter—let’s achieve them together.