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.
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
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
Develop a robust tax strategy year-round to get the most out of your wealth and investments.
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.
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.
Wealth Management
Optimize your wealth for long-term growth thanks to our partnerships and customized 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.
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.
Member of The Professionals Alliance Group
The principles behind this group drive our collaboration with Oppenheimer & Co.
Start a Conversation
Partner with us to help grow your wealth. Request a consultation with our experts today.