Whalen Financial is an investment and wealth management firm serving individuals, families, businesses, and foundations in the Las Vegas area as well as throughout the United States.
Our clients' needs are our priority. At Whalen Financial, we take great pride in being the steward of our clients' futures. We look forward to helping you pursue a higher purpose for your wealth to build a lasting legacy.
We think of our wealth management services as a one stop shop where you receive holistic wealth planning and asset management advice that will help you pursue success in all aspects of your finances. Our team evaluates both the means and the ends before offering well-thought out investment recommendations. We construct a blueprint for your financial plan that is the basis of our relationship together. Our process results in a comprehensive plan encompassing everything from investment strategies to retirement planning.
Holistic wealth management includes much more than just investment services. For this reason, we focus on the benefits of both tax and estate planning to help you maximize your potential and achieve success.
Ensuring your loved ones are taken care of and that your wishes are carried out properly is of the utmost importance. We provide a review of your current estate plan and help you through the process of making adjustments as circumstances change. We will help you with everything from creating a will to naming an executor of estate. Know that by working with our team, your transfer of wealth will be done respectfully and effectively.
In an ever changing tax law environment, it is not just how much you make but rather how much you keep of what you make that is important to the success of a wealth accumulation plan. We prepare tax returns using efficient tax planning strategies that can potentially reduce income and business taxes now and later. Consider the benefits you can discover by using the tax system in a better way.
The first step on our journey together starts with our initial meeting. In this meeting we want to get to know one another. We will focus on what your specific needs are and what you want your investment capital to do for you.
Next, we will develop an effective, long-term investment strategy that is custom tailored to your unique needs. Your comprehensive plan will include an outline of the strategy we recommend for your long-term success.
For you to successfully implement your investment strategy, we encourage you to utilize our skilled staff and be in constant communication with us. We strive to make this process quick and easy for you.
We will monitor your accounts on a regular basis to ensure they are still performing in a way that meets their intention. If your circumstances have changed or the global markets shift, we are quick to make the right adjustments.
Andrew WhalenAndrew Whalen is the Chief Executive Officer of Whalen Financial.
Andrew grew up in Southern Nevada and Utah and was raised in the financial advisory business. He started investing by the age of 13. Learning the ropes from his father, who led the Whalen Group, he co-hosted a weekly radio program with his father called “Let’s Talk Money” on KDWN-AM, which ran from 1981-2007.
His experience and business acumen, honed from a very young age, has allowed him to navigate the hurdles of the industry while connecting with clients of all ages and backgrounds.
In 2010, Andrew Whalen purchased the Whalen Group from his father and transitioned it into a true wealth management firm that focuses on taxes, estate planning and wealth and investment management.
From the beginning of the transition, Andrew has grown the business by focusing his attention on white glove client services and the utilization of technology. He sees this as a key advantage in producing results for his clients.
Andrew graduated from Purdue University. He currently holds FINRA Series 7, 63 and 65 licenses, and is a licensed Nevada Life and Variable Insurance Producer.
Joanne MantelJoanne joined Whalen Private Wealth in February 2014 as a client operations associate. She began her career in the financial industry in 1994 as an assistant and in 1997 became a financial advisor with American Express. After several years of practice she decided operations and customer service were her strengths and her preference.
She currently holds FINRA Series 7 license and is a licensed Life, Health, and Property and Casualty insurance producer. She was a member of the National Association of Insurance and Financial Advisors. In addition, Joanne also prepared taxes seasonally and for six years built a business that focused her attention on helping new businesses in the financial planning arena become more efficient and service driven.
Joanne was born in White Plains, New York and grew up in New Jersey. In 1992, she graduated magna cum laude from the College of New Jersey. Then in 1994 she and her family ventured across the country to Las Vegas.
Away from the office, Joanne enjoys spending time with friends and family hiking, biking and dining.
Austin WhalenAustin recently graduated from Duquesne University with a bachelor’s degree in corporate communications. While at Duquesne, Austin was a member of the National Honor Society in addition to playing football for the Dukes.
Since graduating, Austin has held marketing positions where he displayed a strong ability to service his corporate clients and manage marketing campaigns. At Whalen Private Wealth, Austin is responsible for client communications and coordination of our social and educational client events as well as planning our public events for the community.
Away from the office, Austin enjoys spending time with friends and family, lifting weights and coaching athletic performance classes for athletes of all ages.
