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

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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.

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