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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.
In July 2020, Kevin Whiteford went to Oregon to complete his continuing education for his CPA license. He attended the education with top CPA’s in the United States. He reviewed the most recent regulatory updates, and took a look at where the industry is heading. After the conference he and his wife, Mary Whiteford, took a chance to enjoy some of Oregon’s national parks.
In February 2020, Kevin Whiteford went to Aruba to connect with the leading financial professionals from Cambridge Investment Research, Inc. At the conference he reviewed some educations, shared ideas with other professionals, and reviewed 2020 outlooks.
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.
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
Tom Sharwarko, Scott Whiteford and Ken Whiteford perform administrative functions and do not offer securities or advisory services.
No offers may be made or accepted from any resident outside the specific states referenced.