Investible Asset Range: $500K-1M
Years in Business: 25
Lynn Whetham is a Financial Writer, Educator, Speaker, International Radio Show Host, Retirement Counselor and Planned Giving Consultant. As a professor, she specialized in teaching financial planning, assisting people to create a retirement of their own design. Lynn is passionate about helping individuals discover the tools and knowledge they need to maximize their financial and philanthropic opportunities. As a result, Lynn enhances the lives of the people with whom she works by multiplying their impact on the causes that are most meaningful to them.
Lynn believes that we cast a vote for our values each time we spend, invest and donate. Themes important to Lynn are Ethical Consumerism, Socially Responsible Investing and Intentional Giving. Lynn takes the time to help her clients feel good about their choices.
Lynn’s horses and her rural roots keep her grounded and down to earth making conversations with Lynn easy and real.
Assante Capital Management
855 King St. E