Chip & Renee Wittrock formed Wittrock Financial Group in 1987 with a focus to provide simple, safe & effective solutions by changing the way our clients benefit from insurance and investments!
Wittrock Financial Group is truly an independent insurance firm, our only commitment is to our clients. We compare the options from dozens of top rated companies – saving you time & money. With a foundation based on high end service, we focus on your needs through the follow services:
Walter M. Wittrock
Putting his clients best interest in the fore front of every recommendation, and sticking to his philosophy of “if your wealth management approach is not integrated with your risk management approach and your tax planning approach … It is fundamentally flawed”, Walter (Chip) Wittrock, Jr. has enjoyed nearly 30 years as a wealth advisor for a select group of business owners, professionals and individuals successfully helping them structure their assets insuring they have the lifestyle they want while maximizing their retirement.
Presence of mind, concern from the heart and attention to every detail are qualities that Chip displays in his work and personal life. As the CEO he has created a culture where he is a co-worker, not a boss, he brings on his team only the best of the best who share his dedication to quality and loyalty, then he lets them shine working in their primary aptitudes.
A philanthropist with an emphasis on community, Chip sits on the Political Policy Action Committee for the Scottsdale Chamber of Commerce and is a former board member for the Arizona Spinal Cord Injury Association, the Arizona Chapter of the Christopher Reeves Foundation.
In 2014 the wildlife conservation organization, Pheasants Forever, asked him to spearhead the creation of 2 Quail Forever boards in the Greater Phoenix area. After launching both chapters, Chip was appointed President of the rapidly growing Valley of the Sun Quail Forever Chapter, a board focused on building habit for, and the conservation of, Arizona’s Quail populations.
As a dedicated husband and father, Chip spends most of his free time leading his family in outdoor activities: Golfing, hunting, fishing, boating and camping with his son, Levi, and his wife, Renee, are among his favorites. If he does take free time for himself you will find him on the course at Ancala Country Club.
She considers herself an “Insurance Brat”. Growing up in a large tightknit family, with a father who was the Executive Vice President of Agencies for John Hancock, re-location was an every 18 month event. Within the chaos of all the moves, the one thing that stayed consistent was her interest in her father’s career. After graduating with a degree in Journalism and excellent job offers in Broadcasting, she realized that the best fit career for her was in the financial services industry. So, she joined the family business. While working for her father she was sent to a company training where she fell in love at first sight with her future husband.
Twenty-Six years later Renee Wittrock is the CFO of Wittrock Financial Group, working in her own family business, with her husband of 25 years, Chip Wittrock. Together they have created the LifeAudit101 process that insures that they are providing their clients the right fit Wealth, Tax and Risk management services. Renee provides a concierge experience to their clientele, and is proud to say that they work exclusively with like-minded people whom they know, love and trust. She says “When we choose to work with a client, they become family. We have some who fly in from across the country to meet us for dinner, others we travel with and some are happy to know that we are just a phone call away from getting their needs met.”
Running a successful financial firm for almost 30 years has afforded Renee the opportunity to work only while her son Levi was at school and have the freedom to be involved in his schools and in their community. She has been the Head of Membership for the Desert Mountain High School PTO, served on the University of Arizona Parent and Family Board for the Phoenix Kick Off, and spearheaded the Scottsdale Coffee Chat. She and Chip are philanthropists with a heart for community involvement. Chip has provided Renee the time-freedom to serve on the Scottsdale Chamber’s Economic Development Advisory Council, they sit together on the Airpark Committee, and she is on the steering committee for Scottsdale Forward. Renee has been part of all of the Focus Initiative Groups helping Scottsdale grow in the way that is most acceptable for the community at large.
If a relationship can’t survive the long term, why on earth would it be worth our time and energy for the short term?
– Nicholas Sparks