History

WP Financial, LLC, founder Bill Rabbitt began his career in the financial services industry in 1993, when he became a Financial Advisor for Cigna Financial Advisors. Cigna transitioned to Lincoln Financial Services under the name Sagemark Consulting, where Bill held Manager and Regional CEO positions.

In 2003, he decided to enter a partnership with an associate advisor to create a new firm—Private Capital Group, LLC. After 17 years as Managing Member of his first firm, Bill decided to leave the company he co-founded to focus on providing more support and bringing more value to his existing clients. Bill created WP Financial, LLC, around a team of experienced professionals who care as much about his clients as he does. 

The primary focus of WP Financial is to pair superior financial advice with exceptional service. Our fiduciary assurance, along with our comprehensive wealth strategy solutions, support our teaming with other professionals to bring the best solutions to our clients. 

We use industry resources and technology platforms through Fidelity, Schwab, e-Money and Orion to research the best options for individual situations. 

Our commitment to our clients is evident in all we do and was instrumental in developing our business growth model. We look forward to expanding our business in a planned and considerate way—one that’s never at the expense of current clients and always mindful of our current team members.

In this way, we can maintain our goal of providing clients with financial strategies that allow them to have confidence in the path of their plan, no matter the economic environment or the ups and downs of life.

Confidence through Planning: The WP Financial Way.