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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.

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