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.

🎉Today, we’re celebrating Olivia Blackman and her 6-year anniversary with Whitlock Wealth!For six years, Olivia has help...
08/24/2026

🎉Today, we’re celebrating Olivia Blackman and her 6-year anniversary with Whitlock Wealth!

For six years, Olivia has helped bring our mission, values, and client experience to life through creativity, strategy, and a deep commitment to our growing community. From strengthening our brand presence to supporting meaningful connections with clients and advisors, her contributions have played an important role in our continued growth.

Olivia, thank you for your innovation and dedication to helping tell the Whitlock Wealth story. We appreciate all you've accomplished and look forward to the opportunities ahead.✨

🔗 Visit whitlockwealth.com to learn more about our team.



🥳Happy Birthday to David Weinstein!Today, we're celebrating someone who truly practices what he preaches.David is passio...
08/17/2026

🥳Happy Birthday to David Weinstein!

Today, we're celebrating someone who truly practices what he preaches.

David is passionate about helping clients build financial security so they can enjoy life with confidence, and he leads by example. When he's not serving clients, you'll often find him planning his next adventure, exploring new destinations, and making the most of every opportunity to create meaningful experiences.

✨David, thank you for the deep expertise you bring to our team and clients every day. We hope your birthday includes good company, great memories, and maybe even a little inspiration for your next trip!

Cheers, David! ✈️🎂🌎



🥳Join us in wishing Shawn-Thomas Franklin a very happy birthday!While we can’t promise the markets will cooperate today,...
08/15/2026

🥳Join us in wishing Shawn-Thomas Franklin a very happy birthday!

While we can’t promise the markets will cooperate today, we can promise Shawn-Thomas has earned a day filled with celebration, laughter, and maybe even an extra slice of cake.😉

Shawn-Thomas, we’re grateful to have you as part of the Whitlock Wealth team and hope this year ahead is filled with success, happiness, and plenty of reasons to celebrate.

Cheers, Shawn-Thomas! 🎂🥂🎈



🎉Today, we're celebrating Brian Shanley and his 4-year anniversary with Whitlock Wealth!Over the past four years, Brian ...
08/14/2026

🎉Today, we're celebrating Brian Shanley and his 4-year anniversary with Whitlock Wealth!

Over the past four years, Brian has brought dedication, focus, and a genuine commitment to helping clients navigate their financial lives with confidence. His thoughtful approach and passion for serving others continue to make a meaningful impact on both our team and the families we serve.

Brian, thank you for the professionalism and positivity you bring each day. We’re grateful for all you've contributed and excited for what the future holds.✨

👏Congratulations, Brian!

🔗 Visit whitlockwealth.com to learn more about our team.



08/03/2026

What are the key variables in the second half of 2026? While global events may create some bumps along the way, the Ameriprise Investment Research Group (IRG) believes inflation should gradually ease in coming months. Even amid ongoing uncertainty, however, U.S. economic fundamentals remain solid. Read more in this report from the IRG.

✨Culture is built in the moments between the meetings.This week, Joseph, our summer intern, joined Evelyn and Bryce at G...
07/31/2026

✨Culture is built in the moments between the meetings.

This week, Joseph, our summer intern, joined Evelyn and Bryce at GEMS, where the group heard from Paul Pearson, Founder of Eduruna, about creating opportunities through innovation, technology, and education.

Following the session, Evelyn and Bryce invited Joseph to lunch at Benny Capolago's Pizza to learn more about his experience, career aspirations, and what he hopes to gain from his internship.

🪴What makes this especially meaningful is that Evelyn was once an intern herself, and Bryce is early in his own professional journey. Both have embraced the opportunity to mentor, encourage, and support the ones in their generation coming behind them.

👉Watching team members take ownership of developing others is one of the clearest signs of our culture—we're proud of the example Evelyn and Bryce continue to set.

Learn more about our team at whitlockwealth.com.



Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
07/26/2026

Needing long-term care isn’t rare, it’s likely.

Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most.

Planning ahead can help protect your finances and give you more control over how care happens.

Message us or visit whitlockwealth.com if you’d like to start the conversation.

📣Please join us in congratulating our intern, Joseph Chajka, on earning a place on the Dean's List at Virginia Tech for ...
07/21/2026

📣Please join us in congratulating our intern, Joseph Chajka, on earning a place on the Dean's List at Virginia Tech for Spring 2026.

While academic honors are always worth celebrating, this recognition is especially meaningful because of the determination and perseverance behind it. This semester brought new challenges, including what Joseph describes as the most demanding course he has taken so far: Financial Analytics. Rather than shy away from the difficulty, he embraced it, put in the work, and excelled.

👉Success is not measured solely by results. It is often revealed through perseverance, discipline, and the willingness to grow through adversity. Joseph demonstrated all three this semester. His dedication to his studies reflects a mindset we value in our profession and admire in the next generation of financial leaders.

👏🎊 Congratulations, Joseph, on this well-earned recognition! We’re excited to see all you continue to accomplish in the classroom and beyond.



Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
07/19/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time.

Planning ahead can make all the difference. Send me a message to explore your options.

Visit whitlockwealth.com to learn more.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
07/14/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress.

The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Visit whitlockwealth.com to learn more.

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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