WHO WE SERVE
WHO WE SERVE
SMALL BUSINESS OWNERS
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Personal & Retirement Plan Services
Whitener Capital Management, Inc., is a local, boutique firm. Rick personally understands the demands that come with such a rewarding yet complex way of earning a living. From the beginning, WCM has been focused on small business owners and help by providing support for their personal financial planning goals and by helping employers provide savings vehicles for their employees.
This is a truly comprehensive relationship that is well-coordinated with the other professionals needed to help owners to run their businesses.
GENERATION X
RETIREES
Our peers are sending kids off to college, hitting their peak earning years, and starting to think about “what’s next.” Our process is built to help identify the common competing financial interests and highlight the key areas of focus during this critical time. Focus on what you are passionate about and lean on us to monitor your financial plan.
At Whitener Capital Management, we understand the importance of securing your financial future as you transition into retirement. Our dedicated team focuses on creating tailored strategies that ensure a steady income stream, protect your savings, and help you enjoy the retirement lifestyle you’ve worked hard to achieve.
YOUNG PROFESSIONALS
Whitener Capital Management does not have a minimum. We enjoy helping new investors at a time when saving is most impactful. We simply ask for engagement and automated savings strategies as we grow together with our younger clients.
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