Wealth Management Team
Whitnell’s wealth management team includes Certified Financial Planners (CFPs®), Financial Advisors, Investment Advisors, Chartered Financial Analysts (CFAs®), Taxation Strategists, CPAs®, MBAs, and other professional advisors.
Each client family is served by a primary relationship manager who takes responsibility to see that their needs are identified and that short-term and long-term plans are designed and communicated to the client. The relationship manager also coordinates all wealth management team members from within Whitnell, aligning our resources with client needs.
The relationship manager serves as the personal CFO to the families they serve. In this capacity, the relationship manager comes to deeply understand each family, often knowing their financial situation better than they know it themselves. The relationship manager creates custom plans for each client and develops the timelines for implementation of those plans.
Families can acquire our wealth management services on a fee-only basis, based on a percentage of assets we manage for them. Families can also engage us to perform specific services on a flat-fee basis.
“Financial planning is the cornerstone of wealth creation. This is why I am so committed to helping my clients build the right financial plan, tailored to their unique family.”