Our Commitments to Value Added Services

We want to help you plan your financial future. WPC understands that every client is unique and has their own specific goals. We are here to listen before we speak, we want to know exactly what your plans are. Utilizing our experience and knowledge, we will help you make the wisest financial decision for your specific circumstance. Whether you are getting married, having a child, or another high impact life event, we are here to help. Our value added services and unique client experience is what sets us apart from other financial advisors.

 

Dedicated WPC Team

  • CFP Advisory Team: 50+ years investment experience
  • Relationship Managers: 20+ years industry experience
  • Investment Advisor Suite of Technology
    Client Reporting & Rebalancing Efficiency

Fiduciary Responsibility

  • Your BEST interest is our main priority
  • Invest YOUR funds the same as OUR own

Goals Based Planning

  • Illustrated Retirement Models
  • Progress Overview

 

Communication

  • Quarterly Newsletters, Market Perspectives, &
    Annual Meetings
  • Commitment to timely e-mail responses to your questions

Outside Asset Guidance

  • Allocation Models
  • Periodic Rebalancing
  • Ongoing Monitoring & Review

Educational Events

  • Quarterly Workshop on Current Themes
  • Budgeting Tools & Resources

Guidance for Families

  • Family Meetings
  • Second Generation Services

Coordinated Services

  • Tax Analysis & Preparation
  • Estate/Legal Consultations

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..