• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Learn More

Risk Management

With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Learn more

Tax Planning

We work with local CPA’s who would be glad to assist you with your tax planning and preparation. Learn more

Wealth Planning

We follow a disciplined investment management process, driven by our research analysts and our Investment Committee. Learn more

Estate Planning

Our team will help you develop and establish an estate plan, so you’ll know how your assets will be distributed. Learn more

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Personalized Wealth Management

Whiddon Wealth Management LLC was founded with the mission of educating our clients in the world of investment options, as well as simplifying and organizing their financial lives through wealth planning. We are a comprehensive wealth management firm in Albany, Georgia and Pulaski, Tennessee serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management.

Contact us today and let Whiddon Wealth Management help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Headquartered in Albany, Georgia, Whiddon Wealth provides independent financial services to clients across the United States. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Whiddon Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary April 24, 2017

In the thick of earnings season, markets swayed with a flurry of mixed reports from banks and industrials. For the week, the S&P 500 climbed 0.9%. The MSCI All Country World Index (ACWI), which includes U.S. and international stock markets, rose 0.6%, and the Bloomberg U.S. Aggregate Bond Index was unchanged. After a recent rally, oil fell sharply, dropping 7% last week. Read more

Blog
How to Set up a Trust

Published by Beth Schanou, Director of Wealth and Estate Planning

A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

2017 Q2 Market Outlook Video
Video
2017 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Monthly Newsletter
April Monthly Newsletter: 86% of Americans Are Stressed ...

A recent, nationwide survey of approximately 1,000 adults found that 86% of those surveyed indicated they are experiencing stress relating to their finances.[1]  Why is this important? According to that same survey, nearly half of those who indicated they are experiencing financial stress believe their stress hinders their ability to make financial decisions. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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    Blog post
  • What’s in Your Wallet? A Powerful Portfolio Management Tool

    Published by Rob Furlong

    When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more

    Weekly Market Commentary
  • Weekly Market Commentary April 17, 2017

    Geopolitics, earnings and inflation news dominated the global investment environment this week. While earnings news was generally positive, higher geopolitical risk and inflation helped push U.S. markets lower. The S&P 500 fell 1.1% through Thursday and the Dow Jones Industrial Average dropped 1.0%. The NASDAQ slid 1.2%. Read more