Keep More of What You’ve Earned

Solutions for Individuals

Our team of experts can advise you on the best practices for short-term and long-term gains while managing your tax burden and passing on your wealth to the next generation.

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Secure Your Future & Legacy

For Business Owners

Enjoy the fruits of your labor as a business owner with tax planning, estate planning, and wealth management services.

Individual Tax & Estate Planning Wealth Management

Individual Tax & Estate Planning

The Whitlock Co. can help you develop customized, individualized plans to get the most out of your wealth now and later in life.

  • Tax Planning

    Tax Planning

    Develop a robust tax strategy year-round to get the most out of your wealth and investments.

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  • Estate Planning

    Estate Planning

    Pass on your legacy with the help of a firm that will work with your legal team on a customized estate plan that meets your needs.

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  • Trust Fund Setups Management

    Trust Fund Setups & Management

    We can help you set up a trust fund for success and then serve as managers of the fund, making sure they are disbursed properly and to the right people.

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Wealth Management

Optimize your wealth for long-term growth thanks to our partnerships and customized wealth management strategies.

  • Comprehensive Diverse Wealth Management Strategies

    Comprehensive & Diverse Wealth Management Strategies

    Wealth management can help you grow over short and longer periods. The Whitlock Co. can help you with relevant wealth-management strategies for the best outcome.

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  • Strategic Partnership with Oppenheimer Co

    Strategic Partnership with Oppenheimer & Co.

    Our partnership with a nationwide full-service investment brokerage, gives you access to some of the leading investment managers in the world.

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  • Member of The Professionals Alliance Group

    Member of The Professionals Alliance Group

    The principles behind this group drive our collaboration with Oppenheimer & Co.

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Start a Conversation

Partner with us to help grow your wealth. Request a consultation with our experts today.

What Services Are You Interested in?
What Services Are You Interested in?

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