"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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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