High Net-Worth Individuals

Financial and Advisory Services for High Net-Worth Individuals

You've worked long and hard over the years to build a strong financial foundation. It's our job to help you manage and maximize your financial foundation so that you can do what you do best where you do it best, whether it's in the board room or on the golf course. The professionals at Whittlesey & Hadley will be as involved as you want us to be in managing your financial matters. Clients use us for some or all of the varied services we offer high net-worth individuals, including:

  • Strategic Financial Planning. We work with you to define your short- and long-term financial goals and help you create a plan to meet those goals, always keeping tax implications in mind.

  • Tax planning and projections related to complex transactions, such as the sale or purchase of a business, or investments.
  • Development of a tax plan and preparation of state and federal tax returns.
  • Review of your personal and business life insurance programs.
  • Estate and gift tax planning to help you provide for future generations while minimizing the tax impact.
  • Preparation of your Personal Financial Statement. We accumulate your assorted financial information into financial statement format. It’s easy for you to understand and to see how the various pieces of your personal financial puzzle fit together.

Whittlesey & Hadley has honed its competitive edge by doing things the smart way, not the traditional way. We advise our clients on critical issues that lead to personal success.