WHAT WE DO
Heart-centered wealth management to secure your legacy & wealth management plan. Align your wealth with your values. Reduce your taxes and increase your legacy. Collaborate with your team. Educate your family throughout the process.

WHO WE WORK WITH
We work with purpose-driven executives to infuse purpose into their money. Do you know you need to do more with your money but have trouble taking action on your own? Let's talk!

WHAT MAKES US UNIQUE
❤️ Heart-centered: we uncover the WHY behind your money. Not just the how and what.
❤️ Wealth management: we create and build out customized portfolios that align with your purpose and goals.
❤️ Smart tax planning: we audit your tax returns and implement specific strategies to reduce taxes today and in retirement.
❤️ Strategic collaboration: we communicate with your attorney, accountant, and next generations to ensure we are all implementing the same plan.

SERVICES WE PROVIDE
✔Fee-Based Financial Planning & Coaching
✔Wealth Management
✔Tax Planning
✔Insurance Consulting

READY TO TALK?
• Meet With Me: https://go.oncehub.com/WhitneyWealthGroup
• Email Me: whitney@whitneywg.com
• Visit Us: www.whitneywealthgroup.com
• Call Me: 612-296-6939

Advisory services offered through Van Clemens Wealth Management LLC, a registered investment adviser. Whitney Wealth Group and Van Clemens Wealth Management are separate entities. Van Clemens Wealth Management, reserves the right to monitor all electronic mail. 

Whitney Wealth Group

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Whitney Wealth Group

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