Who We Serve
Individuals
As an individual, you have a unique financial path. Your job, personal obligations, even your hobbies, require consideration when creating financial objectives. We help you manage your wealth your way, with just the right amount of risk for your present and future needs.
Families
Families come in all shapes and sizes. So do their financial planning options and needs—from saving for college to generational wealth planning and everything in between. WP Financial can design a financial plan that balances all aspects of your family obligations.
Business Owners
Business owners have a unique responsibility to their families and their employees. We help business owners understand the ins and outs of transitions—whether by succession to the next generation, a partner, an executive team or a sale to a third party.
Our goal is to take the guesswork out of the planning process so the business owner can focus on what they do best. We also help them create benefit plans for employees to enhance the recruiting and retention process. Our benefits planning strategies ensure there is a balance created between employer and employee, so employees are motivated to grow the business along with the owner.
Executives
Although executives may not have direct ownership of a business, they may own business shares through their benefit and incentive package.
Our goal is to help our executive-level clients understand those benefits so they can maximize them in keeping with their overall financial objectives. Our strategies work to minimize taxes when possible while exercising options in coordination with other awards and incentive income.