Bee Cave, TX Office
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Whitwell Advisors
Team
Firm-wide stats for Whitwell Advisors
About
Whitwell & Co. is an SEC-registered wealth management firm that provides discretionary portfolio management, financial planning, consulting, and family office services to individuals (including high-net-worth clients), businesses, and retirement plans. The firm reports about $116.8 million in assets under management, operates with a small advisory team, and offers services to both retail clients and institutional or intermediary clients.
Whitwell typically works on a discretionary basis, tailoring strategies to client goals and risk profiles and using both fundamental and technical analysis to build ETF- and selectively stock-based portfolios (notably its Moderate Growth and Total Growth strategies). The firm also offers membership planning through "The Planning Club," customized consulting, and access to non-traditional investments, integrating ongoing monitoring and model-based implementation across client accounts.
What distinguishes Whitwell from many peers is its role as a corporate RIA to affiliated investment adviser representatives—providing the same investment models plus operational and compliance oversight to affiliated intermediaries—which is a relatively uncommon arrangement. The firm also maintains six offices, routinely hosts educational seminars and publishes client materials, and explicitly structures policies for ERISA plan engagements and for handling non‑traditional and tax‑oriented investments (including sponsor-driven valuation and disclosure practices).
Based on Whitwell Advisors
Expertise
Based on Whitwell Advisors
Location
Bee Cave TX
Advisors at this office
3
Advisors at this office
Rosemary W
CFP®, Series 63, Series 65
Bee Cave, TX
Whitwell Advisors
Rosemary Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Whitwell & Co. She has previously worked at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory role, Rosemary is the Membership Director for Lantana Ladies Leagues, a nonprofit organization in Texas. Whitwell & Co. provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy investment approach using ETFs and selective individual securities, supported by fundamental, technical, and macroeconomic analysis.
Stefan W
CFA®, Series 63, Series 66
Bee Cave, TX
Whitwell Advisors
Stefan Whitwell is a CFA® charterholder with 11 years of industry experience, currently serving at Whitwell Advisors. His prior work includes roles at National Wealth Partners, Covenant Multi Family Offices, and TEAM Funding Solutions. Outside of financial advising, he co-founded Empirical Solutions, LLC, a consulting firm that helps business owners improve operational efficiency using artificial intelligence and automation. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy approach using ETFs and individual securities, offers family office services, and supports affiliated investment adviser representatives through operational and compliance oversight.
Mary Susan P
Series 63, Series 65
Bee Cave, TX
Whitwell Advisors
Mary Susan Perry is a financial advisor at Whitwell Advisors with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Perry joined Whitwell & Co., LLC in 2026 and is based in Bee Cave, TX. Whitwell & Co. is an SEC-registered wealth management firm that provides discretionary portfolio management, financial planning, consulting, and family office services to individuals, businesses, and retirement plans. The firm serves both retail and institutional clients, using fundamental and technical analysis to build ETF- and stock-based portfolios tailored to client goals and risk profiles.
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