Whitener Capital Management is an independent, SEC Registered Investment Advisory (RIA) firm that provides investment advice and customized investment management services. Self-described as fiduciaries, they focus on comprehensive financial planning.

Whitener Capital Management

Whitener Capital Management, Inc. | 193 followers on LinkedIn. Dedicated to providing investment management and strategic wealth planning that is right for you.  | Whitener Capital Management, Inc. provides investment advice and money management services to individuals, corporations, employee benefit plans, trustees and other fiduciaries. Our investment philosophy focuses on quality and value in seeking preservation of capital, reduced volatility and superior long-term, risk-adjusted returns. Our conservative philosophy and well designed and disciplined investment process provides a solid framework within which we apply the expertise and judgment gained from many years of managing financial assets.

President / Portfolio Manager - Whitener Capital Management, Inc.

Richard L. Sanford, II

Senior Financial Planner at Whitener Capital Management, Inc.

Douglas W. Suhr, CFP®

Administrative Assistant at Whitener Capital Management, Inc.

Katrina Jones

Senior Financial Advisor and Certified Financial Planner (CFP®) at Whitener Capital Management, Inc.

Sean Gilsenan, CFP®

Whitener Capital Management, Inc.

While we’re only 7 days away from election day, it’s good to remember how resilient the stock market has been across past presidencies. History shows that, despite changes in leadership, the S&P 500 has continued to rise over the long haul. Market fundamentals, rather than political cycles, tend to drive real growth—so sticking with a long-term investment approach can pay off. https://lnkd.in/gYCnFytG

Portfolio longevity is all about sustaining your portfolio’s value and growth over time. By diversifying across sectors, you can reduce risk and keep your investments resilient through market changes. It’s not just about today’s gains—it’s about aligning with long-term goals to ensure your portfolio lasts for the future. Read the full blog post below. https://lnkd.in/gEYcexM4

Effectively managing your 401(k) is essential for building a secure financial future. Whether you’re just starting out, navigating a job change, or refining your investment approach, understanding your 401(k) options can make all the difference. Here are some of the most frequently asked questions by 401(k) participants: https://lnkd.in/g2MgzKZP

At Whitener Capital Management, we have proudly supported Mercy Chefs for years as they provide vital meals to communities in need during times of disaster. Right now, their efforts are more important than ever as they work tirelessly to help those affected by this recent crisis in Western NC. We encourage everyone to join us in supporting this incredible organization by donating to their mission. Every contribution, big or small, makes a difference. Link to Donate: https://lnkd.in/guSCU-ju

This summer's market volatility offered valuable lessons for investors seeking long-term growth. In our latest blog, we break down three key takeaways that can help you navigate unpredictable market conditions with confidence. Discover strategies to stay focused on your financial goals amid uncertainty. https://lnkd.in/gdATq8Cp

Is a Roth Conversion right for you? Converting your Traditional IRA to a Roth IRA can be a powerful strategy, but it can also be quite complex. Learn why you might consider a Roth Conversion, why it might not be best for you, and how to execute a conversion in our recent blog post. https://lnkd.in/g3Djnzny

If you’ve checked in on the stock market lately, you may have noticed some recent market fluctuations. While volatility is never pleasant, pullbacks are more common than you may think. To understand more about market volatility, click the link in our bio to read our latest blog post. https://lnkd.in/giR3ww39

Recent stock market rotation has introduced increased volatility influenced by various factors — economic data, the presidential election, and geopolitical tensions. While volatility may cause emotional concern, it’s important to stay the course and maintain a long-term perspective. Read our latest blog for more understanding of the Summer Market Rotation. https://lnkd.in/ggWf-Nt8

5 Essential Estate Planning Tips: these may seem like common sense, but are often overlooked. https://lnkd.in/gMCAPvmU

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