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-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.
October 2017, Kevin Whiteford went to Las Angeles, CA to meet with the key fund managers of American Funds.
They discussed current asset allocations and went through and in-depth analysis of current economics, and strategies for the rest 2017 and 2018.
August 2017, Kevin Whiteford went to Sonoma, CA and met with some of the top tax accountants in the country. He attended classes for his continuing education, and discussed several tax reforms that are anticipated to tax in effect for 2018.
September 2017 Kevin Whiteford, Tom Sharwarko, and Scott Whiteford spent time in Dallas, TX with many of the advisors from Cambridge Investment Research, Inc. Here they obtain the classes needed to maintain their license, and learn about what the new DOL regulations will mean for the industry.
February 2017 Kevin Whiteford and Tom Sharwarko Joined the Industry Leaders at Cambridge Signature Club Independent Financial Advisor at San Diego, California.
Signature Club honors a financial advisor’s independent business accomplishments in delivering some of the highest levels of client service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Distinction as a member of Cambridge Signature Club 2017 included a special invitation to San Diego, California.
This is always a great opportunity to network with the industry leaders to gain perspective on where the industry is and where do we see the industry going.
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
AZ, CA, IA, NC, FL, MS, PA, SC, CO, IL, IN, MI, TX, WI, UT, LA, OH.
No offers may be made or accepted from any resident outside the specific states referenced.