Wealth Planning

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.

What’s most important to you? That’s where we begin. Then we build an individualized plan that reflects your goals. Whitney & Company does more than provide investment management. Our comprehensive wealth planning services include: