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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Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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