There's a moment when things click. Your face lights up. Someone gets you. Understands your dreams-and what keeps you up at night. That's the difference at Whitney & Company. As a Registered Investment Advisor, we're here to listen to you and put you first, free from the obligations of any investment brand or fund family.
The only family that matters here is yours. Our seasoned team of CFPs, CFAs, CPAs, and MBAs can help you with every financial consideration, from retirement planning to tax time, all tailored to your life. Whitney & Company helps every client realize their aspirations so that they can live their best life.
The only family that matters here is yours. Our seasoned team of CFPs, CFAs, CPAs, and MBAs can help you with every financial consideration, from retirement planning to tax time, all tailored to your life. Whitney & Company helps every client realize their aspirations so that they can live their best life.
Services
You're not just any client. You're you-and that makes your goals different from anyone else's. Which is why we engage with you collaboratively. Get to know you as we build your plan. That also includes working closely with your family members as well as professionals who have a role in your financial life, from your attorneys to your accountants.
Based on what we learn about your long-term goals through our wealth planning process, we create a balanced portfolio of stocks and bonds fine-tuned to your objectives and your risk tolerance. Our philosophy is based on a simple, proven idea: it's possible to see greater, more consistent gains by investing in securities priced below their intrinsic value.
Your goals are like nobody else's we work with. This reality is where we begin every relationship. Our collaborative process involves getting to know what's most important to you and building an individualized plan that reflects your goals.
Plus, our team extends beyond our own wealth planners, as we work closely with other professionals that play a role in your financial life, such as your attorney and accountant, so every angle is well considered.
Plus, our team extends beyond our own wealth planners, as we work closely with other professionals that play a role in your financial life, such as your attorney and accountant, so every angle is well considered.
We understand Retirement Plans and the importance that they play within your company; for both you and your employees. We work with businesses of all sizes to help achieve long-term success. Our team is here to help you design a Retirement Program that your employees can easily understand and feel confident participating in.
Unlike financial advisors who work on commission, our firm is compensated simply for giving sound advice and managing your portfolio, so we have no incentive to sell you particular products other than what's in your best interest. We take every client relationship personally.
From the first time we sit down together with you and talk about your dreams, your worries, and your circumstances, you'll have a true, objective partner in planning your financial future-and a collaborator who cares about your life and can put your mind at ease.
From the first time we sit down together with you and talk about your dreams, your worries, and your circumstances, you'll have a true, objective partner in planning your financial future-and a collaborator who cares about your life and can put your mind at ease.
