topbar
whoweservewhatwedo activeourservicesourresourcesourteamourcompanycontactus
whoweserve main image
whoweserve maincontent area
sec nav headwhatwedo rollover activegoals rolloverfos rolloversec bg
whoweserve bottmbar
Client Login    I    Legal    I    Copyright © 2017, All Rights Reserved    I    701 Harger Road Oak Brook, Illinois    I    (630) 575-2300    I   Form ADV
home

What We Do    I    Wealth Management Team    I    Family Office Services

What We Do

As wealth managers, Whitnell provides a wide range of services our clients need to feel comfortable about the future, both for themselves and the ones they love. At a given time in our long-term relationships with clients, we may bring any or all of the following services to bear on their behalf:

Clients who benefit from these comprehensive services can realize greater peace of mind. They know that the details of some of the most important decisions of their lives have been analyzed by an objective, experienced third-party who understands their unique situation and can make recommendations accordingly.

Clients can choose to take advantage of these services through either our Wealth Management or Family Office Service teams.

 

MIA ERICKSON - view full bio

mia erickson

“I'm really passionate about building an integrated plan for my clients. Taxes, retirement, investments, estate planning and so much more. I care about getting the details right.”