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It's time to secure your legacy & wealth management plan.


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Create a life that is unique to you & your family's needs. We do this by...

Aligning Your Wealth With Your Values

Aligning Your Wealth With Your Values


Reducing Your Taxes & Increasing Your Legacy

Reducing Your Taxes & Increasing Your Legacy


Collaborating with  your team

Collaborating with  your team


Educating you & your family throughout the process

Educating you & your family throughout the process


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Welcome to our WWG Estate Planning video series!

Welcome to our WWG Estate Planning video series!

In this series, we delve into the fundamentals of estate planning, exploring the topics of beneficiaries, trusts, and basic documents. Join us as we guide you through estate planning basics: empowering you to make informed decisions for you and your family’s future.

Subscribe to our YouTube Channel to be the first to know about all our new educational video series.

Let us know if you have any questions. whitney@whitneywealthgroup.com

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®.

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