WHAT WE DO
Heart-centered wealth management to secure your legacy & wealth management plan. Align your wealth with your values. Reduce your taxes and increase your legacy. Collaborate with your team. Educate your family throughout the process.
WHO WE WORK WITH
We work with purpose-driven executives to infuse purpose into their money. Do you know you need to do more with your money but have trouble taking action on your own? Let's talk!
WHAT MAKES US UNIQUE
❤️ Heart-centered: we uncover the WHY behind your money. Not just the how and what.
❤️ Wealth management: we create and build out customized portfolios that align with your purpose and goals.
❤️ Smart tax planning: we audit your tax returns and implement specific strategies to reduce taxes today and in retirement.
❤️ Strategic collaboration: we communicate with your attorney, accountant, and next generations to ensure we are all implementing the same plan.
SERVICES WE PROVIDE
✔Fee-Based Financial Planning & Coaching
✔Wealth Management
✔Tax Planning
✔Insurance Consulting
READY TO TALK?
• Meet With Me: https://go.oncehub.com/WhitneyWealthGroup
• Email Me: whitney@whitneywg.com
• Visit Us: www.whitneywealthgroup.com
• Call Me: 612-296-6939
Advisory services offered through Van Clemens Wealth Management LLC, a registered investment adviser. Whitney Wealth Group and Van Clemens Wealth Management are separate entities. Van Clemens Wealth Management, reserves the right to monitor all electronic mail.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Minneapolis, Minnesota 55408, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Executive Deferred Compensation, Solo 401(k), Disability Insurance, Long-Term Care Insurance, Investment Tax Strategies, Retirement Projecting, Asset Accumulation, Income Creation, Money Mindset, Values Based Financial Planning.
- HQ
- Minneapolis, Minnesota
Whitney Wealth Group Questions
Whitney Wealth Group's website is http://www.whitneywealthgroup.com
Whitney Wealth Group's LinkedIn profile is https://www.linkedin.com/company/whitneywealthgroup
Whitney Wealth Group has
2 employees.
View email and phone details for 2
employees at Whitney Wealth Group.
Whitney Wealth Group's industry is
Investment Management
Whitney Wealth Group's top competitors are
Riggle Wealth Group,
Highlands Wealth Group,
Summit Wealth Group,
Mugshots Coffee Company,
Castle Wealth Group,
Abundance Wealth Management,
Peters Wealth Group,
Summation Wealth Group,
Ability Wealth Group,
Inform Financial Planning.
Whitney Wealth Group's categories are Investment Management
Whitney Wealth Group's founding year is 2016
