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By Bennett C. Whitlock III
Private Wealth Advisor
At Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we specialize
in providing personalized financial planning and wealth management services to individuals and families. Proudly serving our clients and community for over 30 years, we are headquartered in Lake Ridge, Virginia, with convenient office locations throughout Virginia and Maryland.
With decades of experience and a steadfast commitment to helping our clients achieve financial security, we empower families to build and protect their wealth. Our mission is to help you feel confident, secure, and supported as you work towards your financial goals and enjoy the freedom to live life on your terms.
How Can a Whitlock Wealth Advisor Help You Plan for the Future?
Creating a successful financial plan takes more than tracking investment returns or comparing them to an index. It requires a trusted financial advisor who is laser-focused on your unique needs, values, and dreams. At Whitlock Wealth, we offer a truly personalized advice experience with thoughtful, measured solutions that align with your priorities to help you stay on track and reach your goals.
Our personalized financial planning process includes:
- Identifying your financial priorities and clearly defining your short and long-term goals
- Customizing the level of advice and solutions to best suit your unique needs
- Implementing a tailored investment strategy aligned with your risk tolerance and objectives
- Ongoing investment monitoring and portfolio analysis to help track your financial progress
- Adjusting your financial plan as life changes occur, to include career shifts, retirement planning, or family milestones
Why Choose Whitlock Wealth?
As experienced financial advisors and wealth management professionals, we are committed to helping you navigate life’s financial complexities with clarity and confidence. Whether you are planning for retirement, building generational wealth, managing risk, or growing your investment portfolio, Whitlock Wealth is here to provide personalized financial advice every step of the way.
Schedule Your Complimentary Initial Consultation
Curious how today’s market conditions may affect your financial plan? We invite you to schedule a complimentary initial consultation with our team. Discover how our personalized wealth management approach can help you pursue your goals with confidence.
Visit us at whitlockwealth.com, call 703-492–7732, or email whitlockwealth@ampf.com to connect with a Whitlock Wealth financial advisor today.
Bennett C. Whitlock III, CRPC®, is a Private Wealth Advisor and CEO with Whitlock Wealth, a private wealth advisory practice with Ameriprise Financial Services, LLC. He specializes in fee-based financial planning and asset management strategies and has been in practice for 30 years. To contact him visit whitlockwealth.com, call 877-WHITLOCK or email whitlockwealth@ampf.com. Offices are located at 12848 Harbor Dr, Ste 101, Lake Ridge, VA 22192 and in Downtown Historic Manassas at 9073 Center Street, Manassas VA 20110.
© 2025 Ameriprise Financial, Inc. All rights reserved.
