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Never Gamble with Your Future

Wealth Management and Investment Planning

Comprehensive Financial Planning Tailored to You

Whalen Private Wealth is a leading investment and wealth management firm serving successful individuals, families, businesses and foundations in the Las Vegas area as well as throughout the United States for over 30 years.

Originally founded as The Whalen Group by Al Whalen for the sole purpose of providing educated financial advice to help maximize your cash flow, minimize taxes and preserve your assets. In 2010, Al’s son Andrew Whalen formed Whalen Private Wealth to encompass both wealth management and investment services.


Committed to Building Lasting Relationships Founded on Trust and Understanding.


Wealth Management

We think of our wealth management services as a one stop shop where you receive holistic financial planning and asset management advice that will help you achieve success in all aspects of your finances. Our team evaluates both the means and the ends before offering well-thought out investment recommendations. We construct a blueprint for your financial plan that is the basis of our relationship together. Our process results in a comprehensive plan encompassing everything from investment strategies to retirement planning.


Estate and Tax Planning

Holistic wealth management includes much more than just investment services. For this reason, we focus on the benefits of both tax and estate planning to help you maximize your potential and achieve success.


Estate Planning

Ensuring your loved ones are taken care of and that your wishes are carried out properly is of the utmost importance. We provide a review of your current estate plan and help you through the process of making adjustments as circumstances change. We will help you with everything from creating a will to naming an executor of estate. Know that by working with our team, your transfer of wealth will be done respectfully and effectively.

Tax Planning

In an ever changing tax law environment, it is not just how much you make but rather how much you keep of what you make that is important to the success of a wealth accumulation plan. We prepare tax returns using efficient tax planning strategies that can potentially reduce income and business taxes now and later. Consider the benefits you can discover by using the tax system in a better way.


Our Process


Discovery

The first step on our journey together starts with our initial meeting. In this meeting we want to get to know one another. We will focus on what your specific needs are and what you want your investment capital to do for you.

Strategy

Next, we will develop an effective, long-term investment strategy that is custom tailored to your unique needs. Your comprehensive plan will include an outline of the strategy we recommend for your long-term success.


Implementation

For you to successfully implement your investment strategy, we encourage you to utilize our skilled staff and be in constant communication with us. We strive to make this process quick and easy for you.

Monitoring and Adjusting

We will monitor your accounts on a regular basis to ensure they are still performing in a way that meets their intention. If your circumstances have changed or the global markets shift, we are quick to make the right adjustments.


Our Mission

  • Endeavor to know and understand your financial objectives and then provide you with the highest quality information, service, and products to help you reach your goals.
  • Our commitment to our clients is based on the relationship we form with them, both professionally and personally.
  • Provide frequent consistent contact with our clients to educate and inform, so that proper decisions can be made going forth.
  • Engage with our clients on a regular basis as a result of the numerous social events we host during the year.
  • Offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams
Andrew Whalen Photo

Andrew Whalen

Chief Executive Officer
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Andrew Whalen

Chief Executive Officer

andrew@whalenprivatewealth.com

Andrew was practically raised in the financial industry by his father Al Whalen for the past 15 years. His investment career started at the age of 12 where he started investing in individual stocks. Since then, Andrew has broadened his investment horizon and strategies. For 8 years, Andrew has co-hosted a weekly radio show with his father Al called “Let’s Talk Money,” which was devoted to investment ideas and portfolio rescue.

Andrew currently holds FINRA Series 7, 63 and 65 licenses, and is a licensed Nevada Life and Variable Insurance Producer. In 2005, Andrew finished second in the state of Utah’s Sterling Scholar for business management. After staying on the Dean’s list for 4 years, Andrew graduated from Purdue University in West Lafayette, IN with a degree in building construction management and a minor in finance.

Away from the office, he enjoys spending time on the golf course as an active member of the Spanish Trails Country Club.

Joanne Mantel Photo

Joanne Mantel

Client Operations Associate
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Joanne Mantel

Client Operations Associate

joanne@whalenprivatewealth.com

Joanne joined Whalen Private Wealth in February 2014 as a client operations associate. She began her career in the financial industry in 1994 as an assistant and in 1997 became a financial advisor with American Express. After several years of practice she decided operations and customer service were her strengths and her preference.

She currently holds FINRA Series 7 license and is a licensed Life, Health, and Property and Casualty insurance producer. She was a member of the National Association of Insurance and Financial Advisors. In addition, Joanne also prepared taxes seasonally and for six years built a business that focused her attention on helping new businesses in the financial planning arena become more efficient and service driven.

Joanne was born in White Plains, New York and grew up in New Jersey. In 1992, she graduated magna cum laude from the College of New Jersey. Then in 1994 she and her family ventured across the country to Las Vegas.

Away from the office, Joanne enjoys spending time with friends and family hiking, biking and dining.

Austin Whalen Photo

Austin Whalen

Client Relations Associate
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Austin Whalen

Client Relations Associate

austin@whalenprivatewealth.com

Austin recently graduated from Duquesne University with a bachelor’s degree in corporate communications. While at Duquesne, Austin was a member of the National Honor Society in addition to playing football for the Dukes.

Since graduating, Austin has held marketing positions where he displayed a strong ability to service his corporate clients and manage marketing campaigns. At Whalen Private Wealth, Austin is responsible for client communications and coordination of our social and educational client events as well as planning our public events for the community.

Away from the office, Austin enjoys spending time with friends and family, lifting weights and coaching athletic performance classes for athletes of all ages.

Terri Kaplan Photo

Terri Kaplan

Front Office Administrator
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Terri Kaplan

Front Office Administrator

terri@whalenprivatewealth.com

Terri’s strengths rely on a basic philosophy of “client first” orientation. Everything Terri does is from a pro-client relationship position. Her experiences as a corporate travel agent and then as a business owner for over 15 years has given her a background of relationship oriented service. Coupled with her last employment at Mamala Property working as the client services manager, Teri believes that clients are more than customers. The relationship between a client and the company should come from a place of mutual respect, trust and the knowledge. She feels an ongoing relationship is in the best interest of both parties.

Terri was born and raised in California and also spent three years living in Ramstein, Germany. Terri enjoys spending time with her family and friends, dining out, going to local shows and time spent on her motorcycle.

Quality Service From a Team of Advisors That Feels Like Family


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