"I strive to partner with my clients as they pursue growth while minimizing risk and providing service that goes above and beyond."
Wealth Partners
Melissa Conroy Whitney

Wealth Partners
Melissa Conroy Whitney

"I strive to partner with my clients as they pursue growth while minimizing risk and providing service that goes above and beyond."
About Melissa Conroy Whitney

Welcome

Having spent more than 20 years working exclusively with corporations, both public and private, I have developed a nuanced perspective on their unique challenges and needs. I strive to partner with my clients as they pursue growth while minimizing risk and providing service that goes above and beyond.

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Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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