The Whitmore Friedlander Group prides ourselves on delivering modern, sophisticated wealth management to help you pursue your financial goals.
We are skilled in weighing multiple factors that impact your wealth: Your balance sheet, risk tolerance, family dynamics, personal priorities, tax situation, long-term aspirations, and the ever-present changing fiscal and economic conditions in which we live. By utilizing that analysis as my foundation, we work with you to create a path forward that is uniquely yours, helping to deploy your wealth with proper thought and care.
Together, we manage all aspects of your financial picture and work with you to build a plan designed to help you achieve your goals.
We believe strongly in these simple concepts: hard work, consistent communication, a relentless emphasis on quality and community leadership.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
