Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives | Email Formats

Financial Services • Austin, Texas, United States • 1-10 Employees

Stefan Whitwell

Founder And Ceo

Gavin Owen

Wealth Advisor And Director Of Retirement Account Services

Pastor Charles Seasons

National Director

Company overview

Headquarters	815-A Brazos St. Unit #526, Austin, Texas 78701, US
NAICS	52
Keywords	Alternative Investments, Asset Protection, Annuities, Tax Planning, Life Insurance, 401K, Fire, Business Owners, Financial Freedom, Private Investing, Tax Strategy, Roth Conversions, Corporate Funding Strategy, Self-Directed Accounts, Social Security Analysis, Disability Funding, Tax Plan Implementation
Founded	2017
Employees	1-10
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About Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |

Boutique wealth management and tax planning firm. Serve business owners and executives at the intersection of health, wealth and purpose. We help clients design and implement specific tax plans to help them keep more of what they make, because having a tax plan can make an enormous difference on your ability to build wealth and obtain financial freedom. We also offer clients expertise in the area of private investing and help them gain access to unconventional investment strategies with the goal of beating inflation and avoiding the crazy ups and downs you’ve seen in the stock market -- with the dual goals of increasing diversification and earning meaningful positive returns. Lastly, since time is our most precious commodity, we find ways to create more free-time for clients to play, pursue interests and live a life they love. Austin, Texas based but serving clients nationwide, coast to coast. Whitwell & Co., LLC offers investment advice through Atomi Financial Group, Inc., 20 Executive Park, Suite 120, Irvine, CA 92614. Whitwell & Co., LLC’s home office is located in Austin, Texas. Additional information about Atomi Financial Group, Inc. is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://www.atomifinancial.com/disclosures. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns.