# Whitwell247

- **Website:** <https://whitwelladvisors.com>
- **Primary alias:** `whitwelladvisors.com`

## Description

Whitwell Advisors is an SEC-registered, fee-only fiduciary wealth management firm serving founders, business owners, executives, and families across the United States. Its family-office approach combines personalized advice, coordinated planning, and technology-enabled service without the institutional overhead of a traditional family office. The firm focuses on clients with $5 million to $100 million in investable assets, has a standard household minimum of $2 million, and may consider exceptions for people with strong growth potential and character.

Whitwell Advisors offers disciplined investment management, proactive tax planning, financial freedom and cash-flow planning, and strategies for insurance, estate planning, and risk management. Its services address the needs of entrepreneurs scaling or selling a business, senior executives handling equity compensation and concentrated stock, and women navigating major life changes such as divorce, widowhood, career transitions, or inheritance. The firm also provides guidance on non-traditional investments and shares practical educational insights on financial decisions. Whitwell Advisors emphasizes helping clients align wealth with health, family, purpose, and long-term legacy.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/whitwell-advisors)
- [instagram](https://instagram.com/stefanwhitwell)
- [twitter](https://twitter.com/Whitwell247)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idmqGiqO6o/w/574/h/100/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790447265584)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idmqGiqO6o/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790447265698)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Bittersweet | #fb6962 | accent |
| Black Pearl | #081529 | dark |
| White | #ffffff | light |

## Fonts

- Poppins — asset _(google)_
- var(--font-sans) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idmqGiqO6o/w/1500/h/500/id75xs9WgB.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790447266001)

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_Source: <https://brandfetch.com/whitwelladvisors.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._