The accumulation of wealth can often be easier than its ongoing retention and management. Managing financial assets can demand a great amount of time and resources. That's why it makes sense to use the services of professional investment managers and financial consultants. At the Whitney, we have been helping families preserve and enhance their wealth for generations -- and we can help you.

Estate Planning and Personal Trust

The plans you make today will impact your family for years. You may want to preserve your family's resources, take care of current needs, provide for future generations or protect your assets from unnecessary taxation. An Investments & Trust Officer will work with you to develop a plan to meet your unique needs.

Investment Management

A dedicated Investment Manager at the Whitney will work with you to determine your personal investment goals and to develop a customized portfolio to meet your needs. Your portfolio will be diversified and will take into account your needs for liquidity, income and asset growth. Of course your tolerance for risk and any tax concerns will be factored into your portfolio.

Investment Services

Whether you are looking for securities that provide immediate income or tax benefits, our investment professionals can guide you in meeting your objectives. You can also manage your own investment portfolio through our brokerage affiliate, Whitney Securities & Investments.

To find out more about Whitney's Wealth Management programs ask your account officer or call 1-800-651-9227.