A Message from our CE0
The financial and retirement landscapes have evolved; you should too. What does every successful publicly-traded company have in common? They develop a comprehensive, knowledgeable, and forward thinking Board of Directors to surround the CEO and help make their vision a reality. This is how we have built Whalen Financial – you are the CEO of your financial future and we are your personal Chief Financial Officer (CFO).
The longest relationship you will have in your life is with your money – your finances. As your personal CFO we help build a Board of Directors to enhance your relationship with your finances. Our goal is to help you understand and take control of your financial future and simplify the complex world of financial planning.
Guided Wealth Portfolio
DIGITAL WEALTH MANAGEMENT SOLUTION
GWP uses algorithms to automate portfolio management and combines digital investing with a dedicated financial advisor.
- Automated system
- Annual video conference to review goals
- Unlimited phone access to dedicated financial advisor