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Submitted URL: http://legacy-planning-coach.com/
Effective URL: https://whitwelladvisors.com/
Submission: On August 15 via api from IN — Scanned from DE
Effective URL: https://whitwelladvisors.com/
Submission: On August 15 via api from IN — Scanned from DE
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</form>Text Content
* Different
* Fiduciary
* Our Podcast
* Clients
* Thriving Owners
* Exit Focused Owners
* Senior Executives
* Women in Transition
* Our Team
* In the Media
* Stefan Whitwell
* Rosemary Wright
* Richard Roscelli
* Julie Steele
* Jamie Sylvester
* Mark W. Guthner
* Clinton Sparks
* Elsie Fletcher
* Edward Vilga
* Megan Nunez
* Plan
* Tax Planning
* Financial Freedom
* The Planning Club™
in Action
* Social Security & Medicare
* Real Estate
* Protect
* Estate Planning
* Annuities
* Life Insurance
* Long-Term Care
* Last Wishes
* Children with Disabilities
* Invest
* Growth
Strategies
* Private
Investing
* Monthly Investor Update Call
* Asset
Allocation
* AI, Blockchain, Crypto & DEFI
* Self-Directed Accounts
* 401(k) Plans
* Defined Benefit Plans
* Different
* Fiduciary
* Our Podcast
* Clients
* Thriving Owners
* Exit Focused Owners
* Senior Executives
* Women in Transition
* Our Team
* In the Media
* Stefan Whitwell
* Rosemary Wright
* Richard Roscelli
* Julie Steele
* Jamie Sylvester
* Mark W. Guthner
* Clinton Sparks
* Elsie Fletcher
* Edward Vilga
* Megan Nunez
* Plan
* Tax Planning
* Financial Freedom
* The Planning Club™
in Action
* Social Security & Medicare
* Real Estate
* Protect
* Estate Planning
* Annuities
* Life Insurance
* Long-Term Care
* Last Wishes
* Children with Disabilities
* Invest
* Growth
Strategies
* Private
Investing
* Monthly Investor Update Call
* Asset
Allocation
* AI, Blockchain, Crypto & DEFI
* Self-Directed Accounts
* 401(k) Plans
* Defined Benefit Plans
✕
WE BELIEVE THAT TRUE WEALTH IS LIVED
AT THE INTERSECTION OF HEALTH, WEALTH AND PURPOSE.
WE BELIEVE THAT TRUE WEALTH IS LIVED AT THE INTERSECTION OF HEALTH, WEALTH AND
PURPOSE.
INVEST WITH PURPOSE.
INDIVIDUALLY TAILORED
WEALTH MANAGEMENT SERVICES.
INVEST WITH PURPOSE. INDIVIDUALLY TAILORED WEALTH MANAGEMENT SERVICES.
Whitwell & Co. is a modern wealth management firm serving business owners,
executives, and difference makers coast to coast. We are here, first and
foremost, to help make sure you have enough to last and to meet your life goals.
We also give clients immediate relief from decision fatigue and choice overload.
We are here to save you time, simplify your financial life, and support you
through the myriad of choices which arise during planned and unplanned life
events and transitions.
Day to day, we are passionate about helping you:
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KEEP MORE OF WHAT YOU EARN.
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The three biggest roadblocks to building wealth are taxes, crazy spending, and
an ineffective investment strategy. We help clients design and implement tax
plans to help you keep more of what you make.
PROTECT WHAT YOU HAVE.
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We live in a crazy world. Never hurts to protect your hard-earned assets from
predictable and unpredictable risks like bad-faith lawsuits. We drive your asset
protection strategy with your legal team, CPA and estate planning attorney, so
that everyone is aligned and working in harmony.
PUT YOUR ASSETS TO WORK.
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The two biggest assets you have are human capital and financial capital. We
believe it is important to invest in both. We help clients gain access to
private investments and unconventional investment strategies to help them meet
their goals.
ALIGN WITH YOUR PURPOSE.
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We actively look for ways to free up your time from menial financial tasks, so
you can be more focused on living a life you love and spending time on
activities that are fun and deeply meaningful to you.
SERVING CLIENTS COAST TO COAST
* Licensed In Every State
(HQ Is Austin, Texas)
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* A Tech Savvy Team Who Has Your Back.
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* We Serve You At The Pace And Level of Your Needs.
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* Expertise-Based Client Teams = Geographic Freedom For You
HOW CAN WE SIMPLIFY OR STRENGTHEN YOUR FINANCIAL PICTURE TODAY?
Let Us Know
THE FINE PRINT
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* > Privacy Policy
* > Disclaimer
* > Form CRS
* > Terms of Use
EXPLORE
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* > Private Investments
* > Monthly Investor Call
* > Financial Freedom
* > The Planning Club
* > Legacy Planning
CONNECT
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* > Team Directory
* > Tax Planning
* > Financial Planning
* > Alternative Investments
* > Social security | Medicare
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