McCune Whiteley Wealth Management

McCune Whiteley Wealth Management Our mission is to get to know and understand your financial needs, wants, and long-term goals. https://www.kestrafinancial.com/disclosures

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Wishing everyone a joyful and peaceful Easter weekend! 🌷🐰
04/05/2026

Wishing everyone a joyful and peaceful Easter weekend! 🌷🐰

We appreciate your understanding and wish everyone a peaceful holiday weekend!
04/03/2026

We appreciate your understanding and wish everyone a peaceful holiday weekend!

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over t...
03/31/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Here at MWWM we are happy to help!


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have thei...
03/21/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

Wishing everyone a happy and prosperous St. Patrick’s Day! 🍀
03/17/2026

Wishing everyone a happy and prosperous St. Patrick’s Day! 🍀

Missed your first chance to sign up for Medicare during the initial enrollment period? The General Enrollment Period run...
03/16/2026

Missed your first chance to sign up for Medicare during the initial enrollment period? The General Enrollment Period runs each year from January 1 to March 31.

This window is for people who didn’t enroll when they were first eligible. If that’s you, now’s the time to take a closer look.

For full details on eligibility and enrollment, visit Medicare.gov.

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Enjoy the extra daylight and mak...
03/08/2026

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Enjoy the extra daylight and make the most of the longer days ahead! 🌼🌅

Stay alert. Think before you click. 🔐Cyber fraud is real — protect your data, protect your future.
03/04/2026

Stay alert. Think before you click. 🔐
Cyber fraud is real — protect your data, protect your future.

Thinking about retirement? You're not alone—and the numbers might give you something to think about.From how much people...
03/03/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

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💬 Questions? Give MWWM a call today at 817-775-6996

REMINDER✨ Our Client Breakfast Social is just one week away! We can’t wait to see you there!☕🌮
02/27/2026

REMINDER✨ Our Client Breakfast Social is just one week away! We can’t wait to see you there!☕🌮

Address

2900 Wingate Street , Ste 100
Fort Worth, TX
76107

Opening Hours

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

Telephone

+18177756996

Website

http://Finra.org/, http://SIPC.org/

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