Our team has well over 100 years of wealth management experience. In competitive sports youth is often an asset. By contrast, in the realm of financial planning and investment management, years of experience matter. That said we are young at heart and curious and regularly challenge ourselves to raise the bar on how we serve clients.
Please call or email the specific teammate you wish to contact.
Our Head Office number is 855-255-4227 Ext 1.
TEAM
Stefan Whitwell,
CFA®, CIPM®
CFA®, CIPM®
President, Chief Investment Officer and Co-Founder
stefan@natwp.com
Ashley Simpson,
CFP®
CFP®
Chief Operating Officer, Senior Wealth Advisor, and Co-Director of Women’s Wealth Services
asimpson@natwp.com
Rosemary Wright,
CFP®
CFP®
Senior Financial Planner and Co-Director of Women’s Wealth Services
rwright@natwp.com
