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




 

 

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