Our Approach
Our Financial Services
Greet your financial future with confidence and clarity. Let's get to know your dreams.
Collaborative
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.
Start With Your Goals
Every engagement begins with what matters most to you, not with a product.
Include Your People
Family members, attorneys and accountants are part of the conversation.
Fiduciary Standard
Fee-only advice with no commissions and no conflicts of interest.
Rigorous Research
Every potential investment is researched with fierce scrutiny.
Regular Reviews
Scheduled meetings to address changes and new considerations in your plan.
Clear Communication
A quarterly letter plus routine updates on markets and current events.
Our Services
Whitney & Company helps every client realize their aspirations
The firm is here to make clients' lives easier by taking the emotion and worry out of their finances.
Investment Management
Your personalized portfolio awaits. See what "fine-tuned" should look like.
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Wealth Planning
Your goals are yours and yours alone. That's a truth we bring to every relationship.
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Retirement Plan Consulting
As a business owner, your employee benefits are a differentiator.
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The Process
Our relationship-building process with you
- 01
Discovery
We start by listening. Your dreams, your worries, your circumstances, and the people who matter most to you.
- 02
Analysis
We assess where you are today across investments, taxes, insurance, retirement income, and estate considerations.
- 03
Your Plan
We build an individualized plan and a portfolio matched to your objectives and your true risk tolerance.
- 04
Implementation
We put the plan to work, coordinating with your attorney and accountant so every angle is well considered.
- 05
Ongoing Review
Regular meetings, quarterly letters, and a call whenever life changes. Your plan evolves as you do.