At Whitwell & Co., we specialize in maximizing your wealth through strategic tax planning. Our expertise in Defined Benefit Plans allows you to significantly reduce your taxable income and enhance your financial growth. Join us in investing with purpose and securing financial freedom. Schedule a consultation with us today and take the first step towards optimized tax strategies. #TaxPlanning #WealthManagement #FinancialAdvisor #HighNetWorth #RetirementPlanning #whitwelladvisors #whitwell
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |
金融服务
Austin，Texas 297 位关注者
Manage Your Wealth With Purpose.
关于我们
Boutique wealth management and tax planning firm. Serve business owners and executives at the intersection of health, wealth and purpose. We help clients design and implement specific tax plans to help them keep more of what they make, because having a tax plan can make an enormous difference on your ability to build wealth and obtain financial freedom. We also offer clients expertise in the area of private investing and help them gain access to unconventional investment strategies with the goal of beating inflation and avoiding the crazy ups and downs you’ve seen in the stock market -- with the dual goals of increasing diversification and earning meaningful positive returns. Lastly, since time is our most precious commodity, we find ways to create more free-time for clients to play, pursue interests and live a life they love. Austin, Texas based but serving clients nationwide, coast to coast. Whitwell & Co., LLC offers investment advice through Atomi Financial Group, Inc., 20 Executive Park, Suite 120, Irvine, CA 92614. Whitwell & Co., LLC’s home office is located in Austin, Texas. Additional information about Atomi Financial Group, Inc. is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://www.atomifinancial.com/disclosures. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns.
- 网站
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https://linktr.ee/whitwellpr
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives | 的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Austin，Texas
- 类型
- 私人持股
- 创立
- 2017
- 领域
- tax planning、alternative investments、business owners、401K、ROTH conversions、self-directed accounts、asset protection、corporate funding strategy、social security analysis、FIRE、tax strategy、tax plan implementation、annuities、disability funding、financial freedom、life insurance和private investing
地点
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives | 员工
动态
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?? Markets are shifting—are you keeping up? Stefan Whitwell & Paul Reiferson break down what’s REALLY happening and what it means for investors, business owners, and anyone who cares about money. No fluff—just straight talk on opportunities, risks, and strategies that actually work. ?? What’s your biggest concern about the market right now? Let’s talk in the comments! #MarketTalks #FinanceChat #MoneyMoves #BusinessOwners #InvestingWisely #EntrepreneurMindset #WealthBuilding #FinancialFreedom #MoneyMatters #InvestSmart #Whitwell #WhitwellAdvisors
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"An investment in knowledge pays the best interest." - Benjamin Franklin #investing #wealthmanagement #forwardthinking #benfranklin #knowledge #education #taxsmart #banking #whitwell #whitwelladvisors
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Banks use a lot of debt and that makes them more risky than businesses that do not use leverage. In addition, did you know that they are allowed to take your money and invest it for THEIR benefit? If they lose it, you lose. If everything goes well, they pay themselves a fortune and you get a paltry rate of interest on your savings account. What about that sounds acceptable to you? Open a custodial account with us and better protect your money! #FinancialFreedom #InvestSmart #ProtectYourWealth #BankingAlternatives #SecureInvestments #CustodialAccounts #FinancialLiteracy #FinancialSecurity #ProtectYourAssets #whitwell #whitwelladvisors
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Taxes are due in 20 days! How bad are you gonna let your tax allergies get before you do something differently next year? https://lnkd.in/g2dk87pP #TaxSeason #TaxTime #TaxDeadline #FinancialPlanning #DoYourTaxes #IRSReminders #TaxStress #FinancialFreedom #PlanAhead #whitwell #whitwelladvisors
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Invest in Dreams, Not Taxes! Imagine diverting unnecessary tax payments into owning a stunning new property. Effective tax planning ensures you keep more of what you earn and invest it in what matters to you. Let's talk about how to maximize your financial potential and live your best life. Learn more about our tax planning strategies and set up a consultation with Whitwell Advisors. Click here: whitwelladvisors.com #TaxPlanning #WealthManagement #FinancialAdvisors #HighNetWorth #InvestSmart #whitwelladvisors #whitwell
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"The hair-raising twists and turns, the mystery, the intellectual gymnastics... THAT'S why I love tax law!" #TaxSeason #TaxMeme #TaxHumor #TaxLife #TaxProblems #TaxTime #TaxPayer #TaxReturns #TaxHike #TaxPlanning #whitwelladvisors #whitwell
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Strategic Tax Planning with Whitwell & Co. Imagine a tax plan so streamlined, even a German Shepherd could appreciate it. At Whitwell & Co., we simplify tax strategies to help you keep more of what you earn. Ready to make your financial future as dependable as man's best friend? Learn more about our expert tax planning services. Visit our website to schedule a consultation. Click here: whitwelladvisors.com #WealthManagement #TaxStrategies #InvestmentPlanning #BusinessOwners #FinancialAdvisors #WhitwellAdvisors #Whitwell
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?? Markets are shifting—are you keeping up? Stefan Whitwell & Paul Reiferson break down what’s REALLY happening and what it means for investors, business owners, and anyone who cares about money. No fluff—just straight talk on opportunities, risks, and strategies that actually work. ?? What’s your biggest concern about the market right now? Let’s talk in the comments! #MarketTalks #FinanceChat #MoneyMoves #BusinessOwners #InvestingWisely #EntrepreneurMindset #WealthBuilding #FinancialFreedom #MoneyMatters #InvestSmart #Whitwell #WhitwellAdvisors
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At Whitwell & Co., we pride ourselves in taking ACTION! #financialfreedom #taxplanning #wealth #wealthmanagement #taxsmart #financialplanning #whitwell #whitwelladvisors #privateinvesting #alternativeinvesting #forwardthinking #strategicthinking #planahead #assetprotection