Whitwell & Co.

Tagline Brand's website · 2026-11-08

SEC-registered, fee-only fiduciary wealth management firm providing family-office-style advice to business owners, executives, and families across the United States.

Description Brand's website · 2026-11-08

Whitwell & Co. is an SEC-registered investment advisory firm offering personalized wealth management, investment strategy, financial planning, tax planning, protection planning, and business exit planning. It operates with a family-office posture and coordinates, with written client permission, with affiliated insurance and tax/accounting firms under common leadership.

Mission Brand's website · 2026-11-08

Help clients turn wealth into freedom and freedom into legacy by aligning their health, wealth, purpose, family, and long-term goals.

Founders & leadership Brand's website · 2026-11-08

Stefan Whitwell is the firm’s founder. Whitwell & Co. operates under common leadership with Living Prepared, LLC and Whitwell Tax & Ledger Co.

Website Brand's website · 2026-11-08

https://whitwelladvisors.com

Voice & tone Brand's website · 2026-11-08

Clear, plain-English, personal, proactive, private, precise, fiduciary, and low-pressure.

Headquarters Brand's website · 2026-11-08

Bee Cave, Texas, United States — 4805 Brisa Way, Bee Cave, TX 78738.

Parent ownership Brand's website · 2026-11-08

Whitwell & Co. is part of a family of firms under common leadership with Living Prepared, LLC, an insurance and annuity firm, and Whitwell Tax & Ledger Co., a tax and accounting firm.

Problem solved Brand's website · 2026-11-08

Whitwell & Co. helps clients coordinate investments, taxes, protection, estate considerations, cash flow, business transitions, and financial goals so decisions in one area do not undermine another.

Core capabilities Brand's website · 2026-11-08

• Individually tailored wealth management
• Investment management focused on growth, downside protection, and tax-efficient returns
• Proactive tax planning across income, capital gains, and estate taxes
• Financial freedom and long-term planning
• Insurance, estate planning, and risk management strategies
• Business exit and liquidity planning
• Cash-flow planning and tax-efficient income strategies
• Coordination across investment advisory, insurance, and tax/accounting services

Products / SKUs Brand's website · 2026-11-08

• Fee-only fiduciary wealth management
• Investment advisory services
• Financial planning
• Tax planning
• Investment management
• Protection and risk management planning
• Business exit planning
• Family office-style coordination

Pricing Brand's website · 2026-11-08

Fee-only. Whitwell & Co. earns no insurance commissions. The standard household minimum is $2 million, with an ideal client profile of $5 million or more in investable assets. Deliberate exceptions may be considered for high-trajectory candidates below the minimum.

Target industry Brand's website · 2026-11-08

Wealth management and financial advisory services

Customer base Brand's website · 2026-11-08

Business owners, founders and operators, executives, affluent families, women navigating divorce, widowhood, career change or inheritance, solo agers, and international investors. The firm serves clients across 15 U.S. states.

Ideal customer profile Brand's website · 2026-11-08

Affluent families and individuals with approximately $5 million or more in investable assets, and households with at least $2 million that value fiduciary, coordinated, family-office-style advice. Particularly suited to business owners, people preparing for a business sale or transition, senior executives with complex equity compensation, and clients undergoing major life changes.

Use cases Brand's website · 2026-11-08

• Scaling a business while coordinating tax planning, asset protection, and personal wealth strategy
• Preparing for a business sale, merger, or other liquidity event
• Managing equity compensation, stock options, RSUs, and concentrated stock
• Planning for divorce, widowhood, career change, or inheritance
• Coordinating investments, taxes, insurance, estate planning, and accounting
• Building tax-efficient cash flow and reducing lifetime tax burden
• Developing a financial freedom plan connected to family, health, and purpose
• Planning support, care, legal authority, and finances for solo aging

Customer outcomes Brand's website · 2026-11-08

• Greater clarity and coordination across the financial life
• More informed and tax-efficient wealth decisions
• Potentially reduced tax burden across income, capital gains, and estate taxes
• Protection of family assets and wealth
• A coordinated strategy for business transitions and liquidity events
• Financial freedom and greater optionality over time
• Advice that remains responsive across locations and life changes
• A plan aligned with the client’s family, purpose, and desired legacy