WHB Wealth Management Group

At WHB Wealth Management Group, we believe that the process of managing your wealth is more than just looking at dollars and cents. Our team of professionals has decades of collective experience and is dedicated to helping you reach your financial goals. We understand that financial planning means different things to different people, and our job is to determine your financial goals as we work to develop a plan specific to you.

Our Philosophy

Our philosophy is centered on the principle that people will trust their financial futures with someone who understands them. We believe that trust, integrity, and values are essential in building strong relationships with our clients. As stated by John C. Maxwell, "People don't care what you know until they know that you care." This philosophy encompasses who we are as a financial firm.

Our Services

We offer a range of services designed to help you achieve your financial objectives. Our wealth management process is centered on taking a holistic approach to your financial planning, including investment management, retirement planning, estate planning, insurance, and tax planning. Whether your goal is to grow your wealth or preserve your assets, our services are tailored to your risk profile and long-term goals.

A New Partnership

In October 2015, we affiliated our practice with Integrated Financial Group, one of the nation's largest financial planning consortiums. This affiliation allows us to leverage the collective knowledge and experience of a larger network, providing our clients with access to a broader range of resources and expertise.

Our Process

Our wealth management process is designed to be personalized and tailored to your unique situation. We take the time to understand your financial goals, risk tolerance, and current financial situation before developing a customized plan. Our investment management process is centered on your risk profile and long-term goals, ensuring that your investments are aligned with your objectives.