"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.

Learn More

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.