Business Details
5 Years
experience
Your Trusted Partner for Financial Advisory Services
At Whitney & Company & Company, we prioritize understanding your unique financial goals and challenges. Our team of certified professionals, including CFPs, CFAs, CPAs, and MBAs, delivers personalized investment strategies free from third-party obligations. With a focus on retirement planning, tax optimization, and wealth management, we help clients navigate financial complexities while maintaining transparency and trust. Our experience spans decades, ensuring clients receive expert guidance tailored to their evolving needs.We differentiate ourselves through a client-first philosophy that emphasizes long-term relationships over transactional interactions. By combining technical expertise with empathetic service, we aim to simplify financial decision-making for individuals and businesses alike. Our commitment to continuous education ensures clients benefit from up-to-date market insights and regulatory compliance.
Services
Investment Management
Wealth Planning
401(K) Consulting
Details
- Year established: 2021
Highlights and features
- We offer obligation-free financial advice tailored to individual client needs.
- Our team includes CFPs, CFAs, and CPAs with decades of combined experience.
- We specialize in retirement planning and tax-efficient investment strategies.
- Our personalized approach removes emotional decision-making from investing.
- We prioritize long-term client relationships over product-based sales models.
Associations and certifications
- Registered Investment Advisor
Services
Investment Management
Our Investment Management service creates personalized portfolios aligned with client risk tolerance and financial goals. We continuously monitor market conditions and adjust strategies to optimize returns while maintaining disciplined risk management. Clients receive regular performance updates and transparent reporting to ensure alignment with long-term objectives.
Wealth Planning
Wealth Planning focuses on comprehensive strategies for asset growth, tax efficiency, and legacy preservation. We analyze current financial situations, develop customized roadmaps, and provide ongoing guidance to help clients achieve milestones like retirement or education funding while adapting to life changes.
401(K) Consulting
401(K) Consulting offers businesses tailored employee benefit solutions that attract talent and support workforce financial health. We assist with plan design, investment selection, and compliance while providing employee education to maximize retirement savings effectiveness for both employers and participants.
People
Robert F. Pickels
Chief Investment Officer
Robert F. Pickels, CFA, oversees investment strategy and market analysis at Whitney & Company & Company. With extensive experience in portfolio management and financial planning, he ensures clients receive data-driven recommendations aligned with their long-term objectives.
Questions
What is a Registered Investment Advisor (RIA)?
An RIA is a fiduciary financial firm legally obligated to act in clients' best interests. Unlike broker-dealers, we provide unbiased advice without product sales incentives or third-party obligations.
How do you personalize financial plans?
We conduct in-depth consultations to understand your unique goals, risk tolerance, and life circumstances. Our team then creates adaptive strategies that evolve with market changes and personal milestones.
What retirement planning services do you offer?
We specialize in 401(K) consulting for businesses and individual retirement accounts. Our services include tax-efficient withdrawal strategies, Social Security optimization, and long-term savings projections.
How are your investment decisions made?
Our Chief Investment Officer leads evidence-based portfolio management using rigorous market analysis. We focus on diversified, low-cost investments tailored to each client's specific objectives and risk profile.
Do you work with out-of-state clients?
While based in Rochester, NY, we serve clients nationwide through virtual consultations and digital document management systems that ensure seamless, secure communication across state lines.
