Whitney Wealth Group Revenue

Investment Management • Minneapolis, Minnesota 55408, United States • 1-10 Employees

Whitney Wealth Group revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Whitney Wealth Group

Whitney Christeson

Founder & CEO, Financial Advisor

Company overview

Headquarters	Minneapolis, Minnesota 55408, United States
Phone number	+16122966939
Websites	whitneywealthgroup.com whitneywg.com
NAICS	5231
Keywords	Disability Insurance, Long-Term Care Insurance, Money Mindset, Asset Accumulation, Executive Deferred Compensation, Values Based Financial Planning, Investment Tax Strategies, Solo 401(K), Income Creation, Retirement Projecting
Founded	2016
Employees	1-10
Socials

Whitney Wealth Group Email Formats

Whitney Wealth Group uses 2 email formats. The most common is {first initial} (e.g., j@whitneywealthgroup.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@whitneywealthgroup.com	66.7%
{first name}	john@whitneywealthgroup.com	33.3%

About Whitney Wealth Group

WHAT WE DO Heart-centered wealth management to secure your legacy & wealth management plan. Align your wealth with your values. Reduce your taxes and increase your legacy. Collaborate with your team. Educate your family throughout the process. WHO WE WORK WITH We work with purpose-driven executives to infuse purpose into their money. Do you know you need to do more with your money but have trouble taking action on your own? Let's talk! WHAT MAKES US UNIQUE ❤️ Heart-centered: we uncover the WHY behind your money. Not just the how and what. ❤️ Wealth management: we create and build out customized portfolios that align with your purpose and goals. ❤️ Smart tax planning: we audit your tax returns and implement specific strategies to reduce taxes today and in retirement. ❤️ Strategic collaboration: we communicate with your attorney, accountant, and next generations to ensure we are all implementing the same plan. SERVICES WE PROVIDE ✔Fee-Based Financial Planning & Coaching ✔Wealth Management ✔Tax Planning ✔Insurance Consulting READY TO TALK? • Meet With Me: https://go.oncehub.com/WhitneyWealthGroup • Email Me: whitney@whitneywg.com • Visit Us: www.whitneywealthgroup.com • Call Me: 612-296-6939 Advisory services offered through Van Clemens Wealth Management LLC, a registered investment adviser. Whitney Wealth Group and Van Clemens Wealth Management are separate entities. Van Clemens Wealth Management, reserves the right to monitor all electronic mail.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Whitney Wealth Group has never raised funding before.

Frequently asked questions

Whitney Wealth Group is located in Minneapolis, Minnesota 55408, US.

You can reach Whitney Wealth Group at +16122966939.

Whitney Wealth Group generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Whitney Wealth Group has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Whitney Wealth Group was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Whitney Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Whitney Wealth Group

Whitney Christeson

Founder & CEO, Financial Advisor

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