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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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