Our Services
Planning is the key to achieving your diverse financial goals. You may be in the accumulation stage, or maybe you're at a place in life where you can actually retire. You may even already be retired and would simply like a second opinion on your portfolio's performance. Or maybe you are shifting from growth to income.
Regardless of where life has taken you, once you establish your goals W&M will customize realistic and appropriate strategies to suit your own personal vision and objectives.
Among the many services we offer:
Pre-retiree investment building and planning
Business owner retirement plans and investment needs
Retirement strategies
Estate conservation and legacy planning
A well-rounded life is a good life. We believe in solid financial planning. And we challenge ourselves to prevail at the game of life -- in business, in athletics, in treasured time with family.
Let us share our competitive drive with you to help you achieve your financial aspirations.