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At Holistic Private Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Edward Witherspoon

Managing Director & Founder

(410) 877-1586

(410) 877-1587

grew up in Aberdeen, Maryland, the suburbs of Baltimore, with an appreciation for family, community and hard work. As a former collegiate athlete, Edward has participated on successful teams and has seen the benefits of individuals...

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Grace Snowden

Administrative Manager

(410) 877-1586

(410) 877-1587

hails originally from Illinois and was raised in a military lifestyle relocating to a new town, approximately every three years, settling in Maryland. Grace brings over 20 years of financial services expertise in the areas of...

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