Helping people create, manage, and preserve wealth.

Estate Planning

WMG advisors, working with your attorney, specialize in helping clients develop comprehensive estate plans designed to minimize estate taxation and preserve wealth. Utilizing current tax and estate law strategies such as:

  • Wills and durable Power of Attorney (POA’s)
  • Living Wills and Health Care Power of Attorney (POA’s)
  • Trusts, Gifting, and Charitable Giving
  • Transfer on Death and Beneficiary Designations
  • Life insurance and Long-Term Care policies

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.