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Whiteford Wealth

Whiteford Wealth

Financial Advisers in South Haven, MI and Frankfurt, IL

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Active Management

Active Management

Posted on June 30, 2017September 19, 2017 by Kevin Whiteford

Another great reason to use actively traded mutual funds.
https://finance.yahoo.com/news/goldman-apos-smart-money-apos-131500638.html

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About Us

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.

https://brokercheck.finra.org/

Recent Training

In September 2023, Kevin and the team went to Orlando, FL to connect with the leading financial professionals from Cambridge Investment Research, Inc. Here the team obtained their continuing educations credits, and review data for industry leaders from all over the country.

In June 2023, Kevin went to Colorado Springs, CO  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 2023 outlooks.

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Contact Info

Address:
404 Broadway Street, South Haven, MI 49090

Phone:
269-637-4400
269-637-4407

About Us

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.

https://brokercheck.finra.org/

www.finra.org

www.sipc.org

Copyright © 2024 Whiteford Wealth

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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.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction

Cambridge's Form CRS (Customer Relationship Summary)

Fixed Insurance offered through Kevin S. Whiteford. Whiteford Wealth Management, Inc. and Whiteford Tax and Financial Services are not affiliated with Cambridge. Cambridge Does not offer tax or legal services.

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.

Recent Training

In August 2024, Kevin and the team went to Colorado to connect with the leading financial professionals from Cambridge Investment Research, Inc. Here the team obtained their continuing educations credits, and review data for industry leaders from all over the country.

 

In February 2024 Kevin went to Miami, Florida 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 2024 outlooks.