Michael Whitehead (CFA®, CFP®)

Michael Whitehead focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Hutchison Whitehead works with established individuals in various walks of life, though they typically share the following characteristics:

  • They understand the benefits of working with an advisor who will not recommend a plan or investment strategy without first discovering their unique life goals.
  • They are interested in spending their free time doing the things that bring meaning to their lives. Constructing financial plans and managing their own investments typically do not fit into this category.
  • They are not speculative investors. They are driven to preserve and conservatively grow their wealth. Speculative risks are not needed or desired.
  • They value an objective consultative advisor.
  • They understand the benefits of hiring a firm which can analyze and integrate all the financial disciplines.
  • They desire a firm which allows a close working relationship with the firm’s owners and decision makers.

HW works with high net worth individuals, small business owners (specializing in S Corporations), dentists, physicians, teachers, retirees, trusts and qualified plans.

NAPFA Start Date

May 24, 2017

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This Office

100 Houston Sq Ste 100 Canonsburg, PA 15317-1469 Phone: (724) 873-8755