The September issue of Kiplinger’s Personal Finance magazine features Whitlock Wealth Management, a private wealth advisory practice of Ameriprise Financial, Inc. located in Lake Ridge. The issue was sent to DC Metro area subscribers in mid-August, highlighting the agility of this ten-advisor team to match clients with the advisors who can best address their needs.
The Kiplinger piece focuses on the team’s seasonal planning model of quarterly client meetings that always include investment advice and also address specific seasonal objectives, such as retirement planning, estate planning, and tax strategies. Whitlock Wealth Management also helps business owners properly implement their corporate retirement plans so they can concentrate on running their businesses.
Whitlock Wealth Management is involved in several local community groups, including Prince William Public Library Foundation, Habitat for Humanity, and Leadership Prince William and has been in business in Prince William County for almost 20 years.