Welcome to our revised Website!
Now you can check all of your stocks at every minute of everyday through our new software on our home page.
Enjoy! and please contact us with any questions.
-Whiteford Wealth Management, Inc
Meet the team at Whiteford Wealth Management, Inc. Each team member is focused on meeting your needs whether they be they your child’s college savings or your retirement portfolio.
Kevin S. Whiteford is currently the owner and operator of Whiteford Wealth Management, Inc, and Whiteford Tax &
Financial Services, Ltd., located in South Haven, Michigan.
In September 2019, Kevin Whiteford, Scott Whiteford, and Ken Whiteford Went to Colorado. Here they complete their continuing education. They met with the top advisors in the nation to share ideas. They discussed new laws in the industry as well as market conditions. Tom Sharwarko and his wife recently welcomed their first child into the world, and Tom completed his education remotely so that he could stay with his new born and his wife.
In September 2019, Kevin S. Whiteford was the only agent/advisor asked to accompany Cambridge Investment Research, Inc’s team to discuss important pending legislature in Washington D.C. Kevin is a member of the Financial Services Institute (FSI), and discussed the following topics with United States Congress Members. Please see the details of the discussion on our blog.
In February 2019, Kevin Whiteford & Ken Whiteford were invited to attend the Premier Club Conference. They met with the top agents in the country at Dana Point, California. Here they discussed the status and the outlook of the economy across the globe. They also reviewed new technologies that are available in the industry to provide an enhanced client experience.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC.
Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Advisor.
Cambridge and 360 Financial Group are not affiliated.
This communication is strictly intended for individuals residing in the states of
AL, AR, AZ, CA, CO, FL, IA, IL, IN, LA, MD, MI, MS, NC, NY, OH, PA, SC, TX, TN, UT, WI
No offers may be made or accepted from any resident outside the specific states referenced.