Experience The Whitney Group
Located in Reno, Nevada, The Whitney Group provides professional services to those seeking to improve their financial position. Established in 2006, we are a family-owned and operated company that prides itself on helping clients achieve financial success. Our team of experienced professionals are committed to helping individuals, families, and businesses understand their options and make sound decisions with their money.
From our headquarters in Reno, we service clients nationwide. We understand the challenges faced by our clients and look forward to helping them make the most of their money. Whether it's financial planning and wealth management, retirement planning, insurance, estate planning, or taxation, we have the expertise to help. Our team always strives to ensure our clients have the best experience possible.
Financial Planning & Wealth Management
At The Whitney Group, we provide comprehensive financial planning and wealth management services. Our experienced professionals work with clients to create customized plans tailored to their individual needs. We focus on understanding our clients’ goals and helping them create a plan to achieve them. We can create and manage a portfolio to fit our clients' needs, manage their investments and help them reach their ultimate financial objectives.
Retirement Planning
Retirement planning is an important part of any financial plan. It’s important to ensure you’re prepared for the future. The Whitney Group can help you plan for your retirement and make sure you’re in a strong financial position. We understand the complexities of retirement planning and can help create a plan that works for you. We’ll assess your current financial situation, create an investment plan, and help you manage your finances along the way.
Insurance
Insurance is an important part of any financial plan. We understand the importance of having the right type and level of insurance to protect you and your family. Our team of experts can help you find the right coverage for your needs. We can help you find the best policies for your lifestyle, budget and goals. We’ll work with you to make sure you’re properly covered and be there to answer any questions you may have.
Estate Planning
At The Whitney Group, we understand the importance of estate planning. We can help you create an estate plan that works for you and your family. Our experienced professionals will help you understand the complexities of estate planning and create a plan that’s tailored to your needs. We’ll work with you to create a will and trust, manage your investments, and ensure your wishes are followed.
Taxation
We understand the complexities of taxation and can help you make the most of your money. Our experienced professionals can help you understand the tax implications of your investments, create a plan to reduce your tax liability, and maximize your return. We pride ourselves on providing comprehensive advice and expertise to ensure you’re in a strong financial position.
Contact The Whitney Group
Are you looking for professional financial services and advice? Contact The Whitney Group at (775) 329-7800 or visit us at 4545 S McCarran Blvd Ste A, Reno, NV 89502. We look forward to helping you reach your financial goals.