Bennett Whitlock, Private Wealth Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

Bennett Whitlock


Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

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  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personal financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact me for a complimentary initial consultation to discuss your financial goals.

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Professional Alliances

Whitlock Wealth Management believes that local CPA firms such as Peden Accounting Services play an integral role in our community. We’re proud to announce that we have formed a partnership to offer financial and investment planning services to their clients.

We invite you to experience the power of a partnership that prioritizes your financial well-being by offering the tools and resources to help you reach your financial goals.

For more information about Peden Accounting Services call 703.967.1948 or visit https://www.pedenaccountingservices.com/

Peden Accounting Services is not employed by Ameriprise Financial Services, LLC, but is available to our clients as an excellent resource for tax planning.

Peden Accounting Services is not endorsed by or affiliated with Ameriprise Financial and is not under the supervision of Ameriprise Financial and is not a broker-dealer or investment advisory firm.

My videos

4 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)