Our Strength Is Our Team
Diverse viewpoints. Collaborative approach.
At WSMP Wealth Management Group, our strength is our team. Every thoughtfully-designed, comprehensive wealth plan is the culmination of our team’s experience, intuition, and diverse viewpoints.
Collectively, we have decades of experience in financial planning, portfolio management, capital markets, securities trading, tax, estate and insurance planning for incorporated professionals. We have built careers at some of the largest financial institutions and wealth management firms in the country. We have guided physicians and professionals through the early stages of incorporation right through to their retirement years. All of this experience has taught us that every relationship deserves a unique approach.
We work with a select group of clients so we can ensure that we are providing attentive service and the best overall experience.
As trusted advisors to our clients, planning is central to our process. It informs our portfolio strategy. Our portfolio managers and financial planners are often involved in client meetings and we work as a team, collaborating and challenging each other to find the best avenue to take for each individual client and their family.
Our differentiator is our diverse viewpoints. Our strength is our team.