Sheila Whitehead, MBA, CIM

Welcome to Whitehead Wealth Management!

You've worked hard to achieve financial success. Now it's time to focus on what truly matters - whether it's your family, your passions, or giving back. We'll help you create customized strategies to grow, protect, and preserve your wealth, so you can dedicate your time to what matters most to you.

"Time is free, but it's priceless. Once you've lost it you can never get it back." - Harvey Mackay

We specialize in helping business owners, individuals and families and US citizens achieve lasting financial success.

Our Promises. 

• We don’t hide fees or commissions.  We discuss fees upfront with clear transparency.
• We don’t push product.  We listen and provide personalized advice.
• We don’t overwhelm you with jargon.  We explain everything in simple, understandable terms.
• We don’t chase returns.  We focus on long-term strategies to build and sustain your wealth.
• We don’t offer one-size fits-all solutions.  We create a customized plan that fits you.
• We don’t leave you in the dark.  We keep you informed with regular updates.
• We don’t break our promises.