I define "Wealth" differently than most firms in our industry: I believe true wealth is lived at the intersection of health, wealth and purpose; not merely "found" on a balance sheet.
Who I Work With:
- Business Owners
- C-Suite Executives
- Difference Makers
Core Services:
- Investment ...
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I define "Wealth" differently than most firms in our industry: I believe true wealth is lived at the intersection of health, wealth and purpose; not merely "found" on a balance sheet.
Who I Work With:
- Business Owners
- C-Suite Executives
- Difference Makers
Core Services:
- Investment Management
- Tax Planning
- Financial Planning
- Insurance (life, long term disability, medicare)
- Social security optimization
- Legacy Planning
Questions I like to ask:
- Do you have a tax plan?
- How can we help free up your time?
- How is your portfolio performing?
- What does financial freedom mean to you?
- Do you have the right insurance in place?
- How can we help simplify your financial life?
A little about me:
- Happily married and live in Austin, Texas
- Devoted Father: 4 loving and healthy kids
- Black belt in Hakko-Ryu Jujutsu and Purple belt in BJJ
- Violinist of 45 years
- International financial thought-leader
- Lived in Tokyo for 7 years but [still] terrible at Karaoke
Contact info: stefan@whitwelladvisors.com | 512-766-7775 | You can schedule a meeting by going to my page on our website (www.whitwelladvisors.com) and clicking the schedule button.
We can also help you keep more of your money by designing and implementing a tax plan.
As a modern wealth management firm, we not only use traditional investment asset classes, when they make sense, but we also help you get access to private investments and unconventional investment strategies and alternatives when it aligns with your goals and circumstances.
And since time is our most precious commodity, we actively look for ways to create more free-time for you to play, pursue personal interests and live a life you love.
I also help clients obtain and manage any life insurance needs, long term care funding needs or annuity needs to help ensure that no matter how long you live, you will not run out of cash.
Required Disclaimer: Successor business to National Wealth Partners, LLC. 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.
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