Founded in 1988 by Don Whitnell, Whitnell & Co. is a wealth management firm with a legacy as a multi-family office. The company focuses on providing integrated services, including financial planning, investment management, and wealth transfer strategies, to help affluent clients achieve "Clarity for a Life Well Lived." It operates as a subsidiary and part of the Associated Bank family of companies, combining its specialized advisory services with the resources of a larger financial institution.

Founded in

United States