White Horse Wealth Management provides personalized financial planning for physicians, healthcare professionals, educators, and professional women navigating complex financial needs. Led by financial planner Anthony Scola, the practice combines institutional-level strategies with individual attention, drawing on a stated 110 years of combined experience in wealth transfer, tax planning, and charitable giving.

Its services include retirement income planning, estate and legacy planning, tax strategies, charitable giving, portfolio management, risk management, and life insurance guidance. The firm also helps eligible healthcare and nonprofit professionals manage specialized retirement benefits, including self-directed brokerage accounts and capital accumulation plans. For affluent clients, it coordinates planning across multiple asset classes and financial disciplines.

White Horse Wealth Management describes its process as beginning with a discovery conversation, followed by information gathering and customized planning, then implementation, ongoing monitoring, and regular reviews. The practice emphasizes integrity, diligence, and collaboration, tailoring recommendations to each client’s circumstances and goals. Its office is in Southborough, Massachusetts, and prospective clients can contact the firm to arrange an initial conversation.