Investment Management

A consistent, disciplined, and refined approach to the investment management process is critical for long-term success. We offer custom-tailored investment solutions for each client, allowing them to obtain their specific objectives. Our team believes using tax-efficient considerations and a diversified multi-asset class process that includes growth, rising dividends, and principal protection strategies can produce consistent and attractive rates of return over time.

Further, social impact investing is a core tenet of our philosophy, and we take extra measures to screen investments, giving preference to companies that make a positive social impact over those that violate our ethics.

In addition, we also have a strategic alliance to provide access to non-traditional alternative investments, including private equity, private debt, venture capital, and private real estate.

Lending

Our team can help build and protect your wealth by managing both sides of the balance sheet. If you are working with a local lender, we can work alongside them to provide our perspective on the ideal lending solution that fits your overall financial plan. We work with many clients who utilize investing in residential and commercial real estate as part of their overall financial plan. Our team can help advise on how to best leverage your finances to make real estate investments cash flow properly through the proper use of debt.

Insurance Solutions

We not only prioritize managing your assets but also work to help manage your risk. Whether there are personal coverage options for your home, automobiles, corporate insurance to protect your business, or long-term care to protect your family, WBI has sought out best-in-class partners to meet your needs. If you have not evaluated your current insurance needs in a few years, please contact us for a complimentary insurance analysis.

Trust, Tax & Estate Services

We believe that at the foundation of any comprehensive and well-rounded financial plan, there exists a prudent legal and tax framework. Having an estate planning attorney and a CPA are integral to your team of advisors. If you already have a trusted legal team or CPA, we can come alongside your current team of professionals to help communicate your overall financial plan goals for proper execution. If you need to find legal or tax specialists, in some instances, we can facilitate introductions to trusted attorneys and CPAs in your area whom we know.

Cash Management

By using large banks to fulfill short-term cash needs, clients are left earning next to nothing in return.  We have identified solutions that help eliminate the costs of a traditional bank in order to pass those savings to clients in the form of checking and savings accounts.

Our clients enjoy the benefits of FDIC insurance, bill paying, and debit cards,s but eliminate the waste of a branch bank. In addition, our firm offers a short-term fixed income portfolio (SIPC coverage), which earns monthly interest higher than most banks, that may be appropriate for your cash management needs.