Approach

The WHF Wealth Management experience involving wealth preservation, income and estate investment strategies has heightened our reputation within the industry.We deliver a multitude of investment solutions that provide appropriate opportunities for how you invest and what you want to achieve.

WHF has selected to associate with Wells Fargo Advisors Financial Network. Together we will provide our independent advice in an unobstructed setting, while providing you, our clients, with the knowledge that your assets are held with one of the most recognized and stable companies in the industry.

At WHF Wealth Management, our focus is on you, your goals and your needs.We concentrate on getting to know you, the individual, as well as your financial goals and current financial situation. Our client interactions are geared towards creating a workable plan for you.

KNOWLEDGEABLE
Confidence and Choices Through Our Capabilities
Our comprehensive investment planning knowledge and services are at your disposal. As you work with WHF, you can expect:
• Your interests to always come first.
• The knowledge that you will be able to truly understand your goals, time frame and investment risk tolerance.
• Explanations for the strategies we propose and the reasons for them.
• Detailed Envision® plans and comprehensive investment planning.
• Advisors that are actively involved in any changes to your portfolio.
• The ability to easily monitor your portfolio performance online.
• Access to a wide variety of investment solutions and choices.
• Regular meetings for reviewing your Financial Strategy Action/Envision® Plan.

EXPERIENCED
Tactical Execution - Tailored to Each Client
At WHF our client-centered approach works to update and advise you of the changing market conditions that could impact your long-term wealth management. This approach includes:
• Educating you about your options.
• Providing an investment plan to assist you with getting where you want to be and on your time schedule.
• Providing tactical portfolios that are individually tailored and frequently reviewed so as to stay ahead of the shifts.

COMMITTED
Trust, Communication and Understanding
WHF is dedicated to building a trusted relationship with you, by:
• Effectively communicating our portfolio strategy and the changes we make.
• Advising you on what is happening in order to help make strategic, rather than emotional decisions, and by keeping your long-term plan in place, especially in volatile times.

It’s your money and your future. Be certain you have experienced, knowledgeable professionals guiding you.

Schedule an introductory consultation with one of our experienced advisors today!