WHITNEY WEALTH MANAGEMENT GROUP of Wells Fargo Advisors provides unparalleled service to our clients in an environment of integrity and trust.  Our team has more than 35 years of combined experience and spans generations, allowing us to provide ongoing service through the lifespan of an estate.  


Comprehensive Investment Planning
We work with you to gather and analyze information from five major facets of planning -- Investment, Tax, Insurance, Retirement and Estate.  Together we build a detailed plan and follow it from implementation through its duration.
 

Custom Portfolio Management
We manage and trade multiple risk-adjusted allocations using Modern Portfolio Theory, Relative Strength Theory and Sector Rotation Theory.


Lifetime & Estate Distribution Plans
We help you develop and implement an efficient plan that encompasses lifetime income and the transfer of wealth to the next generation or charitable group.
 

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MISSION:  Using our established investment-planning process, we help our clients achieve long-term financial stability through effective accumulation and distribution of wealth.

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If you have a specific question or want more information, please send us an email or call us at 919/782-1200 or 800-678-1188.
 

 

timothy.whitney@wellsfargoadvisors.com

frederick.whitney@wellsfargoadvisors.com



 

 
Calculators

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

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