Consulting
Wealth Management
The Whitlock Company’s Wealth Advisory team has only one goal – your success.
As a member of The Professionals Alliance Group (PAG), The Whitlock Company collaborates with Oppenheimer & Co. Inc. (Oppenheimer) and Oppenheimer Asset Management Inc. (OAM) to help you develop comprehensive strategies suitable to your your financial objectives. Oppenheimer and OAM only work with investment managers who consistently uphold their standards of excellence.
Oppenheimer & Co.is a leading national investment boutique that provides wealth management and financial services to high net worth individuals, families, businesses and institutions. Through PAG, Whitlock Company Clients have access to Oppenheimer and OAM’s considerable asset management capabilities and an array of investment products and services.
We assist our clients with their portfolio construction by recommending an appropriate asset allocation among those managers and funds we believe are suitable for their needs. Our extensive capabilities include alternative investments for qualified clients, retirement, planning and insurance.
Small Business Services and Profit Improvement
Patricia Stoner, head of Small Business Profit Improvement at the Whitlock Company, brings insight and greater profits to small businesses and professional service companies. As a seasoned CPA and member of the Whitlock Company team, Stoner not only employs her own expertise to guide your company, but that of an entire network of professionals.
Stoner allows small businesses to better navigate complex tax issues, improves their cash flow by identifying inefficiencies and can even match them with the right accounting staff. She and her team also give business owners the tools to manage their companies more effectively with Quickbooks tutorials and customized financial reports.
Strategic Business Planning
Succession Planning
Litigation, Forensic Accounting and Investigative Services
Valuation Services
Employee Benefit Plan Administration and Consulting
Accounting Systems Selection and Implementation
