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  • Live Your Best Financial Life

    Let us show you how


  • "We want to maintain our financial position and lifestyle"

    Let us show you how


  • "We want to help our children and grandchildren"

    Let us show you how


  • "I want my advisor to be honest and trustworthy"

    Let us show you how


  • "We are concerned about planning for health care needs"

    Let us show you how


  • "We want to send our children to college"

    Let us show you how



Why WFM?

We are passionate about making a real difference in people’s lives. Our advice is clear, straight forward and strives to be entirely free of the conflicts of interest that are frequently present in traditional investment advisory relationships.


Planning & Investing


Many people are overwhelmed by the sheer number of investment options and services available in the marketplace.  We aim to provide peace of mind to investors that do not have the time, willingness, or experience to confidently handle their financial planning and investment matters.

Financial Planning

Most of the financial decisions you will make over your lifetime are connected.  A long-term plan enables you to see ahead with greater clarity to make wise choices and avoid mistakes.  A good financial plan is a road map showing an efficient way to get you to your desired destination.  

Investment Management

A carefully designed investment strategy fitted specifically to your needs and incorporating wealth management “best practices” has the potential to add significant value over the years beyond what the typical investor might experience on their own. Whether you are currently receiving advice or not, we believe we can add value compared to the average investor experience.



We've got the resources to keep you informed.