Welcome to Whitney Wealth Group
We're thrilled to have you here! We look forward to empowering you to build meaningful, generational wealth.
We are a Minnesota wealth management firm providing tax-efficient financial planning and investment management services to high income earners. Our approach comes in two parts: Financial Planning and Investment Management.
Financial Planning
Wealth accumulation strategies
IRA withdrawal strategies
Insurance analysis
Stock options (RSUs, ESPPs)
401k recommendations
Retirement planning
College planning
Cash flow analysis
Real estate analysis
Estate planning guidance in alliance with your attorney
Charitable giving strategies
Business owner retirement plans
Business owner succession planning
Strategic tax planning in alliance with your CPA
Investment Management
Asset allocation
Portfolio risk management
Strategic and tactical rebalancing
Risk tolerance assessment
Tax efficient portfolio management
We provide wealth management services for people in Minnesota and across the country.
Are you ready to take control of your Wealth and Legacy?
Let's get started.
“We partner with you to make money a point of peace rather than anxiety. We collaborate to create an action-based financial plan
so you can do the things that matter most to you.” – Whitney Emanuel, CEO, CFP®, CRPC®.