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Greet your financial future with confidence and clarity. Let’s get to know your dreams…
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. Together, we make sure every angle is well considered. It’s the most consistent way to do right by you—just like our consistent, steady approach to investing.
Whitney & Company helps every client realize their aspirations so that they can live their best life.
The firm is here to make clients’ lives easier by taking the emotion and worry out of their finances.
Our equity investments are principally in high quality companies generating high returns on equity with a sustainable competitive advantage to protect and compound those returns over many years. We seek to buy these companies at a discount to their intrinsic value, we hold them with the mindset of a long-term business owner, and we let the business results (i.e. earnings and cash flow) drive the performance of our investment. A smaller, tactical portion of our investment portfolio may be in companies that are particularly cheap or will benefit from favorable cyclical conditions. We focus on our best ideas, while avoiding excessive concentration.
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:
Long-term Care Planning
Higher Education Funding Analysis
Social Security Maximization
Legacy Planning & Wealth Transfer
Insurance Review & Risk Management
We partner with the Trustee of your choice to provide a robust 401(k) solution with personalized management at a low cost. As a business owner, your employee benefits are a differentiator. We act as your partner to provide your employees the tools and information they need to make informed decisions about their retirement savings. And your employees will know you care enough to offer them the opportunity.