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Heart-Centered Wealth Management for Purpose-Driven Executives

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


Begin Today

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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Now Playing...

Retirement Planning for Business Owners  Video Series

Retirement Planning for Business Owners  Video Series

In this new video series, I introduce you to the world of retirement plans. Make sure to watch this playlist where I will cover IRAs, 401(k)s, Defined Benefits Plans, and more. 

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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