Wealth is Personal,

And so is Whittier Trust

Wealth is Personal,

And so is Whittier Trust

Protect Your Loved Ones. Ensure a Lasting Legacy.

OUR LATEST THINKING

Whittier Trust Announces Promotions and Continued Investment in Talent

Whittier Trust, the oldest wealth management firm headquartered on the West Coast, announced six promotions across its California and Nevada offices. The promotions reflect Whittier Trust’s commitment to investing in key talent and ensuring exceptional service for its clients. Promoted Executives: Jeffrey J. Aschieris: Vice President, Client Advisor Amanda Buntmann: Vice President, Client Advisor Kayla La Dow: Vice President, Portfolio Manager Danielle Delmar: Vice President, Human Resources Keith S. Fuetsch: Vice President, Client Advisor William Alec V. Gard: Vice President, Client […]

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Why Whittier?

From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.

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