Life’s important financial decisions require sophisticated advisement
so that you can continue to get the best out of yourself and your business
Your perseverance is what got you here.Together, we'll keep you on track to achieving your life vision.
As a results-driven professional, life can be hectic and demanding.
You are pulled in different directions. You’re managing your service delivery, generating growth and putting out day-to-day fires. At the same time, you might be evaluating the purchase of a second home or positioning your business for sale, all while finding time to enjoy the rewards of your hard work.
Regardless of where you are along your journey, there are a multitude of financial considerations and implications for which we help identify, define and provide financial and personal solutions.
Janet is a business owner in the service industry. She launched her business 2 years ago and has grown revenue to over $2M. As she continues to grow, she will need to purchase bigger space and invest in new equipment and staff. How much capital should she put into a large purchase? What is the most tax efficient way to grow? How can she hedge the income stream to limit risks?
Steve is a successful attorney, whose practice is being bought by a large group. He anticipates a sizable dividend for his shares. How much does he get for that purchase and when should he sell his shares? Are backdoor Roth IRA contributions an option for him? He also wants to make a career transition. What is his human capital worth? When and how should he transition?
Mark is a 47-year-old, C-level sales executive working in the plastics industry. He owns stock in the company but fears the possibility of being let go. What changes should he make in his portfolio? How can he hedge his human capital for possible changes on the horizon?
The HWWM Way
"As a man thinks in his heart, so is he."
Marcus Aurelius
We are very interested in how people think, particularly their biases around money. It is these very biases that influence the role money plays in your life. We call this your “money script.” It has a huge impact on your personal experiences with money and how you prefer to use it.
Take for instance this scenario: One partner has a “freedom” script and hates being boxed in. The other has a “fear” script and sees money as security.
Two people often have very different views, and it impacts their level of comfort when money is (or isn’t) allocated according to their personal script.
We solve for the greatest returns, both financially and emotionally. While you might come to the table with opposing mindsets around money, we see it as an opportunity to be strategic and creative in the way we solve for both. Sure it’s about money. But isn’t it also about a peace-filled, joy-filled life?
Meet the team
Dennis Hutchison, CFP®, CPA
Principal
Dennis is a CERTIFIED FINANCIAL PLANNER™ and principal of Hutchison Whitehead. He has over 50 years of experience in tax management and financial planning as a Certified Public Accountant.
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Michael Whitehead, CFA, CFP®
Principal
Mike is a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™. His primary duties include constructing global portfolios that capture market return while minimizing cost and tax consequences to the client.
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Jack Rogers, D.M.D
Financial Advisor
Jack Rogers joined Hutchison Whitehead as a financial advisor in 2005 and holds the Series 65 license. Jack’s journey to the financial industry began in the medical field of dentistry.
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Walter Whitehead
Financial Watch Dog
Walter, a Tibetan Terrier, is one of the newest members of Hutchison Whitehead family. Originating from Tibet, it is said this ancient breed was kept as “good luck charms and watchdogs.”
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Associations
