Who We Are
WHB Wealth Management Group was founded on the principle that the process of managing your wealth is more than just looking at dollars and cents. We strive to know each of our clients personally in an effort to develop a wealth management plan that fits their unique goals and objectives.
Our PhilosophyWe use a total wealth management approach as we work with clients. Each area of our client's financial plan is individually important, but managing them collectively is one of the most important factors to their overall financial success. Our firm is equipped to assist clients in the following areas:
- Retirement Planning
- Financial Planning
- Estate Planning
- Life Insurance
It is our goal to ensure that each client has a red carpet experience as they work with our firm. We pride ourselves on the fact that many of our clients have trusted us with their planning needs for more than 20 years. As part of our service commitment, we strive to contact every client on a regular basis to ensure we stay abreast of his or her ever-changing financial circumstances.