Investment offices, nec, nec
Whittier Trust
Whittier Trust is a comprehensive wealth management firm based in California, offering a range of services including family office support, investments, philanthropy, real estate, and trust services. With a commitment to treating wealth as personal, the firm emphasizes a tailored approach to meet the unique needs of each client.
Recently, Whittier Trust expanded its San Diego team with the addition of Ted Fogliani as Vice President of Business Development, strengthening its dedication to delivering strategic vision and operational leadership in wealth management. The firm positions itself as a single-source solution for clients, combining independence with a unique approach to wealth preservation and legacy building. Generated from the website
