We do not believe that “one size fits all.”

You have a unique story

about how you got to where you are today, who you are and why.


That’s why one of the most important things we do is listen. You have unique needs, your own feelings, important life stories and personal goals and we want to get to know you so that we can create and implement a customized plan for you based on your goals and values.


How are we at Whitwell & Co. different?

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To start, we define 'wealth' differently.

We believe that true wealth is lived at the intersection of health, wealth and purpose.

We lead with our hearts

not with numbers, thick presentations or fancy offices.

For this reason

We speak plainly and avoid arcane financial terminology whenever possible.

We punch way above our weight

Our size gives us the ability to be agile. We deliver big firm expertise with small town values.
But, if you or a loved one have ever struggled with health, loss, addiction, depression or difficult relationships, you understand that money is not everything.
We lead with our hearts: not with numbers, thick presentations or fancy offices.
We speak plainly and avoid arcane financial terminology whenever possible.
If you or a loved one have ever struggled with health, loss, addiction, depression, or difficult relationships, you understand that money is not everything. There is no substitute for the fulfillment that comes from knowing why you are here, what you are meant to be doing and how you can make a lasting difference; we call this purpose.

Speaking of purpose, you know what gets us fired up?

Making a positive impact on client lives (not spreadsheets). We punch way above our weight. Our size gives us the ability to be agile. And the 100+ years of wealth management experience on our team enables us to deliver big firm expertise with small town values and flexibility.

 

What would you like us to know about your story?