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E-Mail : [email protected]

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OUR APPROACH

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.

Our Services

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.

401(K) CONSULTING

As a business owner, your employee benefits are a differentiator.

INVESTMENT MANAGEMENT

Your personalized portfolio awaits. See what “fine-tuned” should look like.

WEALTH PLANNING

Your goals are yours and yours alone. That’s a truth we bring to every relationship.

Investment Management

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.

 

OUR RELATIONSHIP-BUILDING
PROCESS WITH YOU

WEALTH PLANNING

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:

Retirement Planning

Tax Planning

Estate Planning

Long-term Care Planning

Charitable Gifting

Higher Education Funding Analysis

Social Security Maximization

Legacy Planning & Wealth Transfer

Insurance Review & Risk Management

OUR RELATIONSHIP-BUILDING
PROCESS WITH YOU

401(K) CONSULTING

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.

 

OUR RELATIONSHIP-BUILDING
PROCESS WITH YOU

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