Page 2

Dedicated to providing the Unique Client Experience, WPC is a team of experienced, credentialed professionals committed to understanding each client’s concerns, opportunities and goals, and to enhancing our clients’ lives by being worthy stewards of the sacred trust they place in us. Different from many advisory practices, clients of WPC benefit from the collaboration of

Wealth Planning Corporation has been a private, independent wealth management company since 1984. WPC was founded when C. Michael Johnson left E.F. Hutton, which based a broker’s compensation on the frequency of investments transactions with poor disclosure to the clients as to their costs. Mike saw a need to better align the client’s goals of

Stewards of a Sacred Trust Trust is the common thread in any successful relationship, and must be earned over time. Since its inception in 1984, WPC has embraced the role of a fiduciary – to act only in the best interest of the client.   While many other firms were founded on “selling” investments, our commitment

Portfolio construction combines both the art and science of molding specific holdings within an asset allocation in an attempt to maximize returns when adjusted for risk. Multiple models are created to address the specific risk tolerance a client may have.   Your Individual Portfolio The first step for establishing your portfolio is to determine your

WPC’s ADA (Active Disciplined Approach) is a time-tested investment template for creating, monitoring, and adjusting model portfolios utilizing a disciplined approach to take the emotion out of investing. Experienced Investment Team The WPC Investment Committee is responsible for the model portfolios and regularly meet to discuss the impact of the current economic environment, valuations, &