"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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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