Stefan Whitwell
The Work
Three fields,one life's work.
Stefan Whitwell builds companies and writes in three fields that rarely share a shelf: money, technology, and relationships and life. The common thread is a refusal to treat any of them as a solved problem.
Money
Wealth, tax, and insurance
Founder, CEO, and Chief Investment Officer of Whitwell & Co., LLC, an SEC-registered investment advisory firm; co-founder and Chairman of Whitwell Tax & Ledger Co.; and CEO of Living Prepared, LLC, a life insurance and annuity firm. The three are separate firms under common leadership.
Technology
AI, done right
Co-founder of Chaos Holdings, LLC, which helps boards and growing companies put AI and automation to work responsibly, and co-author, with Brandon Veldman, CFA, of If Done Right: The AI Governance Framework for Regulated Financial Firms.
Relationships and life
Marriage, meaning, and what money is for
Author of RIGGED and host of two podcasts: The Meaning of Money, about what wealth is really for, and RIGGED, The Marriage Due Diligence Podcast. Both ask the same question from different sides: what makes a life, and the relationships in it, hold up.
His guest appearances on podcasts, video interviews, and conference stages are gathered on Stefan Whitwell in the media.
Featured across four mediums
Stefan's ideas reach you in the form that fits the moment: read, study, listen, or watch.
Books
If Done Right
The forthcoming line of books on AI, wealth, marriage, and the examined life, led by If Done Right.
Browse the books→White Papers
The IDR Principles
Frameworks and research for practitioners, starting with the twelve IDR Principles for defensible AI use.
Read the papers→The Meaning of Money
The podcast
Conversations on wealth, purpose, and the life money is supposed to serve. Less about markets, more about meaning.
Listen now→Library of Work
Coming soon
Talks and conversations, gathered in one place. The video library is on the way.
Preview the library→Frequently asked questions
- Who is Stefan Whitwell?
- Stefan Whitwell, CFA, CIPM, is a founder, author, and podcast host whose work spans three fields. In money, he is founder, CEO, and Chief Investment Officer of Whitwell & Co., LLC, an SEC-registered investment advisory firm, and leads Whitwell Tax & Ledger Co. and Living Prepared, LLC. In technology, he co-founded Chaos Holdings, LLC and co-wrote If Done Right. In relationships and life, he is the author of RIGGED and hosts The Meaning of Money.
- What has Stefan Whitwell written?
- His lead title is If Done Right, an AI governance framework for regulated financial firms, written with Brandon Veldman, CFA. He also publishes white papers on the IDR Principles, with further books on wealth, marriage, and the examined life forthcoming from Whitwell Publishing.
- What is If Done Right about?
- If Done Right: The AI Governance Framework for Regulated Financial Firms sets out the IDR Principles, a practical framework for adopting artificial intelligence inside regulated firms. It is co-authored by Brandon Veldman, CFA, and Stefan Whitwell, CFA, CIPM, and is forthcoming from Whitwell Publishing.
- What is The Meaning of Money?
- The Meaning of Money is Stefan Whitwell's podcast on wealth, purpose, and the life that money is meant to serve. It approaches money less as a scoreboard and more as a tool, asking what a well-considered life asks of it.
- Is Stefan Whitwell's writing investment advice?
- No. Stefan Whitwell's books, papers, podcast, and videos published here are works of a publishing imprint. They are not investment, tax, legal, or insurance advice from Whitwell & Co., LLC or any affiliated firm.