At Wherry & Associates Private Wealth Management, we provide financial planning for high-net-worth individuals who want clarity, connection, and confidence.

Whether you’re preparing for retirement, guiding a family business, managing executive-level compensation, or planning your legacy, we bring the experience and perspective needed to support your success—without pressure or one-size-fits-all strategies. Our role isn’t just to manage money. It’s to serve as your long-term partner, helping you align your financial decisions with the life you want to live.

We have helped clients across a range of needs and goals that include:

Pre-retirees and Retirees

You’ve spent decades building a high-net-worth portfolio—now it’s time to shift the focus to protection, longevity, and legacy.

Retirement is your chance to live with purpose while ensuring your wealth continues to work for you. We help you transition from accumulation to income generation with a strategy built to address:

  • Longevity risk and the need for lifelong income
  • Strategic tax minimization to preserve your assets
  • Withdrawal planning to reduce erosion of capital
  • Intergenerational planning to ensure your legacy lives on

Your financial future deserves more than a printed binder. We create living, adaptable plans that change with you—so you can move into this next phase with clarity and confidence.

Business Owners and Entrepreneurs

We specialize in helping business owners build wealth both inside and outside of their operations. From early-stage entrepreneurs to those preparing to sell or step back, we guide clients through every transition with the expertise of planners who understand the entrepreneurial mindset.

We provide:

  • Corporate structure guidance to reduce tax burdens
  • Holding companies and insurance planning for asset protection
  • Succession strategies that ensure you get full value for your life’s work
  • Personal financial planning to grow a high-net-worth portfolio outside the business

You’ve spent years reinvesting in your business. Let’s make sure your business now supports your life.

Executives

You’ve climbed the ladder. Your compensation reflects your success—but it also brings complexity that demands specialized planning.

Stock options. Deferred bonuses. Group benefits. Tax implications. Retirement considerations. These moving parts require precision and foresight.

We help executives:

  • Maximize compensation while minimizing tax
  • Plan for early or phased retirement
  • Coordinate pensions, RRSPs, and non-registered investments
  • Protect wealth with intelligent risk management strategies

You’ve worked hard for your success. Let’s make sure you get to enjoy it on your terms.

Families

At Wherry & Associates, family financial planning is one of our most valued areas of expertise. We help families make smart, strategic decisions that benefit today’s generation—and prepare the next one to move forward with strength and direction.

We support families in:

  • Creating multi-generational wealth plans
  • Managing high-net-worth portfolios across family trusts and accounts
  • Preparing heirs for future responsibilities
  • Facilitating healthy communication about inheritance and legacy

The goal is simple: To help your family thrive—financially, emotionally, and relationally. With the right plan in place, wealth can be a bridge, not a burden.