Broker Check

Your Personal CFO
If It Touches Your Money,
It’s Our Business.

Your wealth reaches well past your investment portfolio. As your Personal CFO, we're the first call for anything involving your money, and we're the ones making sure the right people are involved, informed and moving in the same direction.

Whoever Does the Work, We Stay Involved.

Whoever Does the Work, We Stay Involved.

Some of your financial needs are handled by our own team. Others are handled by professionals you already trust, or specialists we bring in. Either way, we coordinate the handoffs so nothing falls through the cracks. We're not a bank, so we won't write your mortgage, but we'll help make sure it gets done.

What your Personal CFO Coordinates

Services we provide directly or through partnerships include:

  • Financial Planning: 

    A living plan for your full financial picture, revisited as your life and the markets change.

  • Investment Management:

    Portfolios built around your goals and risk tolerance, managed with discipline.

  • Tax Strategies:

    Coordinated with your CPA ahead of filing season, not just reacted to.

  • Estate & Legacy Planning:

    Working alongside your attorney, with follow-through to make sure documents actually get funded and assets retitled.

  • Retirement Income Planning:

    Turning what you've built into income you can count on.

  • Insurance Planning:

    Reviewing coverage gaps and connecting you with the right specialist.

  • Business Succession Planning:

    Preparing your business and your team for whatever comes next.

  • Executive Compensation & Benefits:

    Making sense of stock options, deferred comp, and employer benefits.

  • Philanthropic & Charitable Giving:

    Structuring giving to fit your goals and your tax picture.

  • Education Planning:

    Funding strategies for the next generation.

  • Trust Services:

    Support administering and coordinating trusts as part of your broader plan.

  • Corporate Retirement Plans:

    Plan design and oversight for business owners offering retirement benefits.

  • Employee Benefits:

    Benefits guidance for the businesses we work with.

  • Banking & Lending Referrals:

    Connections to lending and banking partners when you need them.

  • Concierge & Lifestyle Services:

    Help managing the financial details of a complex life, from major purchases, travel and property to planning for health and wellness costs.

The Professionals Already
in Your Life

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We work alongside your CPA, your attorney and anyone else advising you, so each piece of your financial life supports the plan instead of running on its own track. Where you don't have that bench, we help you build it.

On FeesMost of This Doesn’t Come with a Separate Invoice

Some advisors charge a fee to manage a portfolio and stop there. Coordinating your estate attorney, walking your CPA through your goals before tax season, sitting in the meeting so you aren't paying someone by the hour to explain it afterward, making sure the assets actually get retitled. At WCG, those hours are part of the relationship.

When you compare what one advisor charges against another, the number is only half the picture. The other half is what you get for it.

Where Fees Stop and
Commissions Start

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Financial planning and investment management are fee-based, that's the core of this relationship. Two things work differently: a brokerage account, when a position doesn't have a fee-based equivalent, through our affiliation with LPL Financial. A specific insurance need, like long-term care or permanent life coverage, through WCG Insurance, our own licensed insurance agency. Either way, we'll tell you plainly which one it is and why.

Let’s Talk About What You’re Trying to Sort Out.

Tell an advisor near you what's on your list. They'll tell you what we'd take on and who we'd bring in.

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