Miami, FL Office

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).