​​Wealth Management

​​Custom designed Wealth Management portfolios to accomplish your goals.

We believe Financial Planning should be based on your goals and your "investment comfort zone." 



















Get the help you need to quantify specific goals.

We believe there is more to life than compiling wealth

​Our approach is holistic. We see money as only one tool to help you meet your goals. The portfolio we develop for you will take all your goals into account.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.

​You get a portfolio that is unique to you.

​It is yours and yours alone. Our structured process ascertains your goals and investment objectives. We identify acceptable investments, build a custom portfolio and agree on a review process that allows us to monitor your investments making adjustments as necessary based on your criteria.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.

Our tax expertise means a more efficient portfolio design for you.

Your goals are matched to tax-efficient strategies for both contributions and distributions. Our approach is the same for individuals, families, partners, foundations and charitable organizations.


​Learn how to keep more of your wealth.

​Assure that your retirement funds and your “social capital” is put to work the way you want it to be.

Call today for a FREE one hour appointment.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.