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Personal Wealth Management

At Whelan Financial, we provide more than investment advice. Our goal is to ensure you get the time, attention and analytics necessary to make confident financial decisions.

  • Investments

    Whelan Financial customizes portfolios to meet your unique financial needs. With our experience since 1988, we are prepared to guide you through even the most challenging markets.

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  • Financial Planning

    We provide our clients with context so that they may understand their whole financial picture and how decisions made today impact their financial future.

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  • Social Security Planning

    Whelan Financial will help you navigate your way through the complexities of your social security planning.

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  • Tax Strategies

    Whelan Financial manages portfolios and executes trades while strongly considering tax efficiency. We work with your accountant to minimize or avoid unnecessary taxes and tax consequences.

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  • Teaming with Your Other Professionals

    In order to seamlessly implement recommendations, we work directly with your CPA and estate planning attorney to ensure quality and consistency of advice.

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  • The Client Experience

    We know our clients; no two financial circumstances are the same. You have unique financial needs and pivotal planning moments and we are here to guide you.

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Company Retirement Plans

As fiduciaries, Whelan Financial assists companies in caring for their employees through responsible management of 401(k)s, pensions and profit sharing plans.

  • Company Retirement Plan Investments

    Whelan Financial customizes portfolios to meet your company’s unique needs. With our experience since 1988, we are prepared to guide you and your participants through the most challenging markets.

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  • Education

    We provide annual participant education, conduct semi-annual new enrollment meetings, and work closely with the plan’s Third Party Administrator and/or Record Keeper.

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  • The Trustee Experience

    Whelan Financial helps to manage the trustees’ responsibilities under the plan. We are a Registered Investment Advisor and a fiduciary.

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Á La Carte Services

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Investments

Our investment approach is to implement a disciplined, long-term asset allocation strategy using high quality, low cost, no load mutual funds and ETFs. We build customized portfolios to meet our clients’ individual investment objectives. Our long–term investment objective is to obtain the portfolio’s risk–adjusted return versus its benchmark net of fees.

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Financial Planning

After we establish the client relationship, we gather the necessary data to construct a detailed financial plan. We then customize the investment portfolio to meet individual needs and objectives. During our quarterly meetings, we compare the client’s current financial situation to that of our projection.

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Social Security Planning

Even the most basic question, when to claim your benefit, calls for careful consideration. Maximizing your social security income, however, may require a more complicated approach. Whelan Financial will help you avoid making costly mistakes by providing strategies to maximize your social security benefit.

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Tax Strategies

We implement strategies such as location optimization, tax loss harvesting, capital gains avoidance, and Roth IRA conversions.

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Teaming with Your Other Professionals

Because we establish a relationship with your other professionals, we can work with one another around critical planning points. This includes:

  • Automatically providing investment related tax information annually (and on request) to your CPA
  • Coordinating registration and beneficiary information on your accounts with your estate planning attorney
  • Establishing withdrawal sequencing strategies with your CPA
  • Facilitating estate distributions with your estate planning attorney
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The Client Experience

With a team-wide focus on education, we offer a sophisticated level of knowledge and service. In addition to ongoing access to a personal Investment Advisor Representative, you are assigned a dedicated Client Services team member to facilitate requests and implement Advisor recommendations. We make every effort to meet on a quarterly basis to review the investment portfolio and financial plan. You also have ongoing access to an Advisor.

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Company Retirement Plan Investments

Our investment approach is to implement a disciplined, long-term asset allocation strategy using high quality, low cost, no load mutual funds and ETFs. Whelan Financial’s long-term investment objective is to obtain the portfolio’s risk-adjusted return versus its benchmark net of fees. We offer customized managed portfolios, in addition to a carefully selected panel of investments, for participant selection. Our Investment Committee continually reviews and monitors these recommendations.

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Education

We highlight the value of the retirement benefit offered by your company. We teach fundamentals of investing, the value of compounded interest over time, and the impact of saving now.

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The Trustee Experience

We bring over 40 combined years of investment experience, and we meet quarterly with the trustees to provide context and proactive investment advice. Each plan is assigned a dedicated Advisor and Client Service team member.

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