The Postage and Whitwell & Co. Launch Partnership to Bring Estate Planning and Legacy Planning Resources to Their Clients
The investment management and financial planning firm will now offer clients a unique opportunity to access The Postage’s secure, digital planning services.
HOUSTON (March 15, 2022) The Postage, an estate and legacy planning platform, and Whitwell & Co., LLC, an investment management and financial planning firm in Austin, announced today its partnership to deliver The Postage’s unique services to its clients across the nation.
This technology will be available to assist and provide control over the details of Whitwell’s clients’ lives through purposeful planning. Designed with safety and security in mind, The Postage platform affords clients the opportunity to collect important information and documents, create estate planning documents, create and store meaningful memories and messages for your loved ones, and build an end-of-life plan.
“Whitwell & Co. focuses on supporting their clients through the myriad of choices that arise during planned and unplanned life events and transitions. The Postage fits right into that, and we are thrilled for the opportunity to share our platform with their clients in their planning and organization efforts,” said Emily Cisek, CEO/Co-Founder of The Postage. “Our hope is to grow awareness of the streamlined digital solutions available and provide Whitwell’s clients the opportunity to create estate planning documents, easily store and safeguard critical information that families will need access at all phases of life. We look forward to providing clients of Whitwell & Co. a comprehensive planning and preparation service that delivers peace of mind to their families.”
This unique partnership marks the beginning of a digital transformation in the financial planning and estate planning industries. Whitwell & Co. continues to be a pioneer in the RIA industry and understands the importance of providing options that reflect the modern needs of its clients. This partnership is applicable to the variety of services offered for their clients and their loved ones.
“As a company, we are built upon the principles of an innovative approach to investment management and financial planning,” said Stefan Whitwell, CEO at Whitwell & Co. “This partnership is an important approach for us to offer our clients as we progress into the digital age. Having been around families who have had to experience the loss of a loved one, I see the need for a service like The Postage. Too often many are unsure of next steps, where documentation lives, and even last wishes.”
The partnership will officially launch this month and will be ongoing. The Postage will work closely with Whitwell to identify any specific needs and will then provide access to interested clients and their families to their services
About The Postage:
The Postage, is an intergenerational private family network that allows members to securely organize their information, create their estate plans, and privately share family memories and messages so they can be passed on for generations to come.
About Whitwell & Co.:
Whitwell & Co. is a boutique investment management and financial planning firm. We serve Difference Makers at the intersection of health, wealth, and purpose. We help clients keep more of their money (whenever possible) using proactive tax planning, we help them protect and grow their wealth, and since time is our most precious asset, we actively find ways to create more free time for clients to play, pursue personal interests and live a life they love.
We are Austin, Texas based but serving clients nationwide. For more information please visit, whitwelladvisors.com.
Whitwell & Co., LLC offers investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. Whitwell & Co., LLC home office is located in Austin, Texas. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.