Whitman Independent Advisors
www.whitman.com.myWhitman is the first and leading holistic wealth management company in the nation, managing more than RM 2.78 billion worth of client’s wealth (as of 31 Dec 2017). We have successfully helped many people just like you to optimise their wealth and achieve financial freedom since 2000. Independent Your interest comes first. Whitman offers independent advice that is not influenced by the vested interests of any fund manager, life insurance company, stock-broking firm, bank or other financial institutions. Focus on Your Big Picture Our advice, irrespective of whether it is on investing, estate planning or cash-flow planning, is always given in a comprehensive and holistic context. Low client-to-advisor ratio At Whitman, the low client-to-advisor ratio allows us sufficient attention, resources, and time to add the most value and navigate competently through all of our client’s life financial stages. At Whitman, the solutions we offer are tailored to our client’s unique goals and values. We employ a team of professionals who can bring an objective perspective to provide our clients with solutions that they would not have to struggle with, emotionally or intellectually.
Read moreWhitman is the first and leading holistic wealth management company in the nation, managing more than RM 2.78 billion worth of client’s wealth (as of 31 Dec 2017). We have successfully helped many people just like you to optimise their wealth and achieve financial freedom since 2000. Independent Your interest comes first. Whitman offers independent advice that is not influenced by the vested interests of any fund manager, life insurance company, stock-broking firm, bank or other financial institutions. Focus on Your Big Picture Our advice, irrespective of whether it is on investing, estate planning or cash-flow planning, is always given in a comprehensive and holistic context. Low client-to-advisor ratio At Whitman, the low client-to-advisor ratio allows us sufficient attention, resources, and time to add the most value and navigate competently through all of our client’s life financial stages. At Whitman, the solutions we offer are tailored to our client’s unique goals and values. We employ a team of professionals who can bring an objective perspective to provide our clients with solutions that they would not have to struggle with, emotionally or intellectually.
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Vice President , Client Advisory
Email ****** @****.comPhone (***) ****-****Vice President
Email ****** @****.comPhone (***) ****-****Assistant Vice President , Client Advisory
Email ****** @****.comPhone (***) ****-****Associate
Email ****** @****.comPhone (***) ****-****
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