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White, Stacey
Gerontologist
Financial Planning/Tax Planning
Luminaries 2026 Impact Statement
Stacey White of True North Private Wealth Partners, who has a doctorate in longevity arts and science, is reshaping how the financial services industry understands and supports clients as they age. Her work brings focus to the practical realities that influence not only financial decisions, but also health, independence, and quality of life. Through BrokerAGE, she has introduced a structured approach that enhances both client communication and advisor effectiveness. By aligning financial planning with the lived experience of aging, she has strengthened how clients and families engage with advisors and participate in decision making. The results are measurable. In the first six months following implementation, multigenerational engagement increased to more than three times the level seen in the previous two years combined, reflecting a meaningful shift in how families connect, communicate, and plan together
