Tax-Smart Financial Planning for Minneapolis Business Owners, Executives & Women
We help you grow wealth intentionally — so you can pay less in taxes, give generously, and leave a meaningful legacy.
Whitney Wealth Group is a Minneapolis-based financial planning firm serving clients throughout the Twin Cities, including Minneapolis, Edina, Minnetonka, St. Paul, Wayzata, Maple Grove, and surrounding communities.
Specialized planning for the people and organizations we know best
Women Navigating Wealth, Business & Life Transitions
Balancing growth, income, taxes, and real life.
Nonprofit Leaders & Organizations
Institutional investment oversight and values-aligned stewardship for nonprofits and foundations.
High-Income Executives & Realtors
Smart decisions with equity compensation, taxes, retirement, and complex finances.
Who We Work With
- Individuals and families earning $250,000+ annually
- Individuals and families with $1M+ in investable assets
- Those seeking comprehensive financial planning — not just investment management
- People who value long-term partnership, proactive guidance, and delegation of complex financial decisions
- Charitably inclined individuals and families who want their wealth to reflect their values
Who We’re Probably Not the Right Fit For
- Those looking solely for investment management without financial planning
- Those uninterested in aligning money decisions with personal values and long-term goals
- Individuals or families unable to invest in comprehensive planning services
- Those seeking one-time or a la carte advice rather than an ongoing planning relationship
- DIY investors looking to manage everything independently
Values-first planning, built around your life
Money is personal. Our work begins with listening — to your goals, your worries, and what matters most. From there, we build a thoughtful plan that integrates tax strategy, investments, retirement, and legacy, and we walk alongside you as life evolves.
Whitney Wealth Group exists to usher you into a place of peace, joy, and generosity with your money. Through educational financial planning and values-led coaching, we help you steward your wealth wisely, pay less in taxes, make a meaningful impact, and leave a lasting legacy.
Money should create impact beyond ourselves
At Whitney Wealth Group, we believe money should create impact beyond ourselves. That's why we donate 5% of annual revenue to charitable organizations and community initiatives aligned with our values.
What our clients say
Amazing service! They have helped me strategize, plan, and execute for today and the future-plus they check in to keep me on track and on point. I would be lost without them!!
Working with Whitney Wealth Group has transformed our hopes and dreams into a strategy and plan to achieve them. We have benefited greatly from the advice and counsel we receive. I recommend WWG to all of my friends.
I have worked with Whitney and the growing team for years. My finances and future efforts have never been more secure. I truly appreciate their efforts and our continued success.
Ready for clarity in your financial life?
Schedule a complimentary introductory conversation. We'll listen, ask good questions, and help you decide if we're the right fit.
Schedule a Conversation