How do you define success?

Is it creating a business, leaving your children a sizeable inheritance, building your dream home or going on the trip of a lifetime?

However you define it, we can help.

At Whitehead Wealth Management our goal is to work with you to achieve your definition of success.

Who we work with:

Our clients have complex financial situations that require expert guidance delivered in a coordinated fashion.  Our clients include successful professionals, executives, business owners and retirees.

 

What you can expect:

  • Comprehensive wealth planning to give you peace of mind knowing that all your financial affairs have been expertly reviewed.

  • The opportunity to have a long lasting relationship with one individual who is accessible and responsive and will coordinate a team of wealth specialists with experience in estate planning, insurance, trust services, tax planning and banking on your behalf.

  • A conservative approach to investing, with a focus on keeping what you have, growing it at a reasonable rate and only taking on the amount of risk that is comfortable to you.

  • A written plan based on your goals.

 

What our clients say:

"I have enjoyed my meetings with Sheila because of her non-aggressive but very effective style, and wouldn't hesitate to recommend her to anyone." J.S.

"I know you have my best interests at heart and that means a lot." D.F.

"I appreciate the explanations and information you readily provide for any transactions relative to my portfolio and, as well, to any questions I have. I am very pleased you are my financial advisor and look forward to many years of your financial guidance." J.S.

Personable, dependable, knowledgeable, approachable and trustworthy are characteristics that come to mind. I would really recommend working with her." M.V.O.

"After the advisors we've had, you are a breath of fresh air and I honestly believe you have your clients best interests at heart, so thanks for that and I am resting better." P.G.

"Thanks for the explanations. You have taught me to be more aware of where my money is being invested. As a client what I see in you is someone who enjoys what she does and cares about each investment and your excitement level is obvious. I think you are actually having fun with your career choice. That tells me you care about what happens to my money. I have never had this level of service from any of my previous investment counselors. So I thank you for that" F.B.

"This is the first time I have had an Advisor that I do not feel intimidated by. Sheila makes me feel very comfortable. She has the patience of a saint because she will keep explaining until I understand. She is very responsive to my needs. She always returns my phone calls promptly and follows up immediately. I always enjoy meeting with Sheila. Even though investments are a serious business, we still manage to have a few laughs! If you are looking for a great Advisor, call Sheila." D.D.

"Dear Sheila, I was to my accountant yesterday and twice he commented what good work you are doing on my behalf. Praise from an accountant must be the ultimate compliment. I thank you." J.M.

Sheila I am so happy that I found you. I.D.