Experience & expertise

At Whitwell & Co., your financial needs and investments are handled by an experienced and highly credentialed team. You can count on us to be caring, curious, proactive and good listeners.

Stefan Whitwell


Founder and Chief Investment Officer

Rosemary Wright


Senior Wealth Planner and Head of Planning

Advisory board

We do not have a monopoly on good ideas. Thus, we seek out the input and perspective of others in and outside of our industry to evolve, grow and challenge our status quo.