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Wealth Planning

Whitney & Company comprehensive wealth planning services

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: 

Our Services

Retirement Plan

Tax Planning

Estate Planning

Charitable Gifting

Long-term Care Planning

Social Security Maximization

Insurance Review & Risk Management

Higher Education Funding Analysis

Legacy Planning & Wealth Transfer

Our Relationship-Building Process With You


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