What is WM Wealth Planning's investment philosophy?
While the assets that are held in portfolios will change from client to client based on their individual goals, our investment philosophy is a. you are properly allocated and b. have assets in their proper accounts.
It is important to grow your investments but it is just as important to keep as much of the growth as possible. That's why we focus on investing your assets with both the short-term and long-term tax implications in mind.
Why Millennial's and Gen X Choose WM Wealth Planning
We are always acting in your best interest
No Account Minimum
Everyone deserves access to personalized financial planning, especially those laying the foundation for their future
We Go Beyond The Numbers
Finance is not just numbers, it’s personal. We are focused on your goals and values just as much as your plan.
A Partnership Approach
We don’t just tell you what to do, our process is a collaboration. We are there every step of the way answering your questions and guiding you in the right direction.
To Help Block Out The Noise
Google, the News, your peer will all have information about what you should do but it might not be the right advice for you.
You should never be uncomfortable at any time during a meeting. We are here to listen, empathize and help you as best way can.
Who We Work With
Two of the most underserved groups of people in financial planning are Generation X and Millennials, this made ZERO sense to me (being that I am a millennial). Your 20s-40s are not only a stressful time trying to start and grow your life but also the financial decisions we make now will have a dramatic impact on our future. This is why I created WM Wealth Planning.
Promise to Clients
“The core of who I am is rooted in loyalty and trust – it is the foundation from which I build relationships with my clients. From first time investors to those changing jobs; I am here to support, educate, and offer value in each conversation.” -William Miller Founder / Financial Planner