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?
To start, we define 'wealth' differently.
We lead with our hearts
For this reason
We punch way above our weight
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.
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.