Whiston Asset Management Group
We are a Registered Investment Advisory firm .
Regulated by the Securities and Exchange Commission (the "Commission" or "SEC")
A fee based firm acting as a Fiduciary. At Whiston Asset Management Group, our private wealth management is complemented by our focus of over 40 years of experience in personalized service.
We are committed to understanding your financial needs and giving you the confidence and comfort necessary to help you reach your long-term investing goals. Particularly if you may lack the time, interest or resources to make the necessary day to day investment decisions.
We specialize in portfolio management, wealth transfer and asset protection.
If you are an individual or a fiduciary seeking prudent oversight for your fund's assets or you believe that the full time attention of an experienced investment professional Fiduciary can help you meet all your goals in managing your wealth now and for future generations.
We can help.