Whitlock Wealth

Whitlock Wealth Whitlock Wealth, is a private wealth advisory practice of Ameriprise Financial Services, LLC.

We are headquartered in Lake Ridge, Virginia, and have financial advisors who are securities registered to do business in most states*. We are headquartered in Lake Ridge, Virginia, and have financial advisors who are securities registered to do business in most states. Though our roots are local, online tools and a growing team enables us to extend our reach.

🤔What does the next generation of financial advisors actually look like in action?One of the most rewarding parts of wha...
05/29/2026

🤔What does the next generation of financial advisors actually look like in action?

One of the most rewarding parts of what we do at Whitlock Wealth is watching the next generation step into the profession with purpose and curiosity.

Over the past few weeks, Bryce King has been helping Joseph Chajka get acclimated to his internship, and together they’ve been out in the community—learning, serving, and connecting. They recently attended the Mason Small Business Development Center’s Navigating the Entrepreneurial Journey workshop series, a hands-on, action-oriented program designed to listen to real business owners and help solve real challenges in real time. Experiences like this deepen their understanding of entrepreneurship, resilience, and what it truly means to support a local economy.

They also attended the Aging Gracefully Spring Expo at Potomac Mills, an event focused on helping individuals and families navigate important topics like healthcare, financial planning, housing, and long-term well-being. Spending time in environments like this reinforces an essential truth: financial planning is not just about numbers—it’s about helping people live with confidence, clarity, and dignity at every stage of life.

This is the culture of service we believe in.

👉At Whitlock Wealth, development does not happen in a classroom alone. It happens in conversations, in community spaces, and in moments where listening matters most. Seeing Bryce mentor and Joseph engage so actively is a strong reflection of the kind of practice we are building—collaborative, client-centered, and rooted in continuous growth.

We are excited about what lies ahead for both of them and grateful to see the next generation already contributing to the future of our firm and the communities we serve.

💭If you are thinking about how your financial life connects to the bigger picture—your goals, your family, your legacy—we would be honored to be part of that conversation.

🔗Visit whitlockwealth.com to learn more or schedule time with our team.



For those who serve, and for the families who carry their legacy forward, today is for remembrance.This Memorial Day, we...
05/25/2026

For those who serve, and for the families who carry their legacy forward, today is for remembrance.

This Memorial Day, we honor the men and women who gave their lives in service to our country. Their sacrifice reminds us that freedom is never free—it is entrusted to us, protected by courage, and sustained through gratitude and responsible stewardship.

For many families, remembrance is deeply personal. It’s about legacy, values, and ensuring that what was fought for continues to provide opportunity, stability, and peace of mind for the next generation.

That responsibility lives with all of us.

Today, we pause to remember, to reflect, and to honor those who gave everything, and the families who continue to carry their legacy forward.



✨The right conversation at the right time can change how a student sees their future.Last week at Manassas Park Middle S...
05/22/2026

✨The right conversation at the right time can change how a student sees their future.

Last week at Manassas Park Middle School, Bryce King had the opportunity to engage with students about careers in financial planning and what it really means to help people make confident decisions about their money.

Helping students to understand how financial decisions shape real lives, how planning creates stability, and what it takes to build a meaningful career centered in service of others lays the foundation for a lifetime of confident choices, lasting impact, and a deeper understanding of how to create stability for themselves and the people they serve.

That early awareness matters. When students begin to connect money with purpose, goals, and long-term thinking, it lays the groundwork for stronger financial habits and more intentional life choices.

👏Thank you to Manassas Park Middle School for creating a space where those conversations can begin and grow.

💭Curious about how financial planning supports your goals today and your legacy tomorrow?

🔗Visit whitlockwealth.com to learn more about how we help bring clarity to what matters most.


# ManassasParkMiddleSchool

💡Small business owners don’t need more noise—they need practical insight, real community, and a plan that works.Last wee...
05/13/2026

💡Small business owners don’t need more noise—they need practical insight, real community, and a plan that works.

Last week, our team had the opportunity to attend and sponsor the Calibrate Small Business Conference, hosted by Prince William Economic Development and Tourism. With several Whitlock Wealth team members on-site, the day reinforced something we believe deeply: sustainable growth comes from clarity, not reaction.

From the keynote to the masterclass, the focus stayed where it matters—real-world strategies that help business owners move forward with confidence.

🌟Hannah Pollack, Founder and CEO of Nightingale Ice Cream Sandwiches, delivered an exceptional keynote that brought both energy and perspective. Her story highlighted an ability to solve complex challenges with creative, thoughtful solutions—while remaining fully committed to her brand standards, no matter the circumstance. It was a powerful reminder that disciplined ex*****on and unwavering brand clarity are often what separate traction from stagnation.

🌟In the masterclass, Lee Kuykendall, Director of Commercial Strategy, shared practical, actionable insights around scaling operations and building systems that support growth without sacrificing quality. It was the kind of session business owners can immediately apply.

For our team, the value wasn’t just in the content—it was in the conversations. The exchange of ideas, the shared challenges, and the collective commitment to building stronger businesses and stronger communities.

At Whitlock Wealth, we believe:
✔️Growth should be intentional
✔️Strategy should be clear and actionable
✔️And confidence comes from having a plan aligned to your long-term goals

To every entrepreneur in the room: your work drives local economies, supports families, and shapes the future of our communities. That responsibility deserves thoughtful, proactive guidance.

Our thanks to Prince William Economic Development and Tourism, Prince William Chamber of Commerce, and Mason Small Business Development Center for creating a space where those conversations can happen.

👉If you’re building something meaningful and want a plan to support it, we’re here to help.

🔗Visit whitlockwealth.com to learn more.



Growth matters—to you, to your clients, and to the firm you choose to build with.At Whitlock Wealth, experienced advisor...
05/11/2026

Growth matters—to you, to your clients, and to the firm you choose to build with.

At Whitlock Wealth, experienced advisors are supported with the structure, flexibility, and community to keep raising the bar.

Your next chapter doesn’t start by standing still.

👉If you’re committed to becoming better and helping others do the same, we’re hiring.

Reach out now at whitlockwealth.com



Motherhood takes many forms, and each one matters.Today, we honor the women who raise children, support families, and sh...
05/10/2026

Motherhood takes many forms, and each one matters.

Today, we honor the women who raise children, support families, and shape futures in countless forms—mothers by birth and by choice, stepmothers, grandmothers, and foster moms. We honor those who mentor, guide, and love with patience and resolve.

We also acknowledge the complexity this day can present and hold space for those who carry the title in their hearts, through remembrance, hope, or longing.

💕To all who give of themselves with patience and purpose, thank you. Your impact reaches further than you may ever see.

✨Wishing you a meaningful Mother’s Day.


👉“Client-centered” isn’t a slogan — it’s a standard.At Whitlock Wealth, the work begins with your story: your values, yo...
05/05/2026

👉“Client-centered” isn’t a slogan — it’s a standard.

At Whitlock Wealth, the work begins with your story: your values, your vision, your concerns, and the goals that matter most to you.

Only then do we build strategies around them.

A client-centered approach means:

✔️ Clarity before complexity: We explain the ‘why’ behind every recommendation
✔️ Partnership over transactions: Financial planning is ongoing — not a one-time event
✔️ Your priorities set the direction: Not the market. Not industry trends. Not a product list
✔️ Your time is respected: Whether you prefer digital tools, in-person conversations, or a blend of both

💡For many families, this approach transforms financial planning from something they “should do” into something in which they feel confident engaging.

🔗If you’re seeking a team who starts with your goals — not a predefined plan — visit whitlockwealth.com to learn more.



Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has t...
05/03/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

At Whitlock Wealth, experienced advisors choose the environment that fits their lives—collaborate in our Lake Ridge or M...
04/29/2026

At Whitlock Wealth, experienced advisors choose the environment that fits their lives—collaborate in our Lake Ridge or Manassas offices, work remotely, or blend both seamlessly.

Our team, technology, and culture are built to support advisors wherever they do their best work.

👉If flexibility backed by real support matters to you, we’re hiring.

Learn more at whitlockwealth.com



Growth doesn’t happen by accident. It happens when teams pause, come together, and intentionally focus on how to serve c...
04/27/2026

Growth doesn’t happen by accident. It happens when teams pause, come together, and intentionally focus on how to serve clients better.

Last week, much of the Whitlock Wealth team attended a growth and innovation summit alongside advisors and leaders from across Ameriprise. It was a valuable opportunity to step back from day-to-day demands, learn from others doing great work, and challenge ourselves to apply the strongest ideas to our own practice.

The conversations reinforced several themes that matter deeply to us:
✔️Sustainable growth is driven by clear systems, disciplined ex*****on, and consistent follow-through
✔️Technology, including AI, works best when it enhances relationships, improves efficiency, and creates a better client experience
✔️Exceptional planning requires alignment between advisors and operations, especially as client expectations continue to rise
✔️The best strategies are practical, proven, and tailored, not one-size-fits-all
Just as important, it was time well spent together as a team. Sharing ideas, comparing notes, and learning side by side strengthens how we show up for the families we serve.

👏A special thank you to Athena McGuire and her team for organizing a truly fantastic event. We are fortunate to be supported by such a talented, collaborative group of people who consistently invest in growth, innovation, and advisor success.

We’ve returned energized, aligned, and focused on applying what we learned, always with the same goal in mind: helping our clients move forward with clarity, confidence, and peace of mind.

👉To learn more about our team and how we approach comprehensive wealth planning, visit whitlockwealth.com.



Address

12848 Harbor Drive #101
Lake Ridge, VA
22192

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

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