About Our Group

With experience in the financial services industry dating back to 1983, WWM Financial knows what it takes to get through the many minefields of financial planning, wealth management and generational wealth transfers. We attempt to detect and address the financial blind spots that might not be apparent to our clients. In this way, we are committed to helping clients plan for their financial futures and those of generations to come.

Whether it be wealth or retirement planning, education funding, efficient transfer of wealth to the next generation, maintaining a lifestyle in a tax efficient manner, rolling over a 401(k) plan or IRA, assisting with how Social Security and Medicare might interact with a client’s plan, or any other financial situation that might arise, we navigate the many options available to chart a course toward the financial goals of our clients. We take into account risk versus reward, knowing that each client has a different level of risk with which they are comfortable or, as we call it, an “investor’s emotional investment IQ.” We then attempt to measure the emotional investment IQ so as not to exceed the client’s risk tolerance.

Perhaps most importantly, WWM Financial is an independent firm giving objective and unbiased recommendations free from the potential conflicts of interest that are possible with many of the major banks and Wall Street firms. As an independent firm, we have access to a wide array of resources and platforms, which ultimately means more flexibility and more competitive financial solutions for our clients.

We value relationships and we work hard to exceed our clients’ expectations. We invite you to contact us and learn why WWM Financial has earned the long-term trust and business of many respected business owners, corporate executives, retirees and other individuals and families.

Our team approach means we often communicate with other professionals (such as CPA’s, attorneys etc.) who might advise our clients on related matters affecting their financial worth to ensure continuity and coordination and to make sure we have a full understanding of our clients’ needs.