Create a Meaningful Life

Wealth planning centered around you.

Wealth is About

Well-being™

Our pursuit of money is motivated by our desire to live meaningful and happy lives. Unfortunately, modern society has put a disproportionate emphasis on the state of our finances; portraying that an ever-growing net worth is vital for fulfillment and prestige.

However, measuring a life’s fulfillment solely on economic growth misses the fact that money is a tool, not a solution to well-being.

Money is Only

10% of The Story

Research has shown that only a small portion of well-being is attributable to external conditions like income – as little as 10%.1,2,3,4,5

Material and environmental circumstances i.e. income, work situation and location.
The “intentional activities” you engage in: what you do, how you behave and how you view the events in your life.
Genetics, personality & early childhood environement.

Instead of focusing only on the 10%, our Human Centric Wealth Plans™ incorporate the entire make-up of your well-being, including how you feel.

Human Centric

Wealth Planning™

Human Centric Wealth Planning™ is our tool to deeply understand who you are, evaluate what you have, and create innovative financial systems rooted in your actual needs. Separated into three parts, Human Centric Wealth Planning™ is a framework that encompasses well-being discovery, resource exploration, and systems creation.

DISCOVER WELL-BEING

Through our proprietary Well-being Profiles, we help you uncover insights about the interconnecting components that make up your well-being.

EXPLORE RESOURCES

Together we will explore the financial, social and personal resources available to you, and ensure they are used sustainably and intentionally.

CREATE SYSTEMS

We use our nearly 40 years of experience to create unique financial systems that address your well-being insights with the resources you have.

Our Core

Services

Our Client

Portal

1

Financial Dashboard

A consolidated view of everything you own and owe, updated daily.
2

Vault Storage

Unlimited electronic document storage keeps your records safe and accessible.
3

Top Industry Security

A non-transactional website featuring 256-bit encryption.

Questions are

Encouraged

How much does it cost to work with WMBC?

Whether you are just starting out or require sophisticated strategies, our services are structured to accommodate your needs.

Portfolio Management

Fees are .58% – 1.25% depending on the number of assets managed. Basic retirement planning is included if you have assets under management.

Human Centric Wealth Planning™

$1,000 – $10,000 depending on the complexity of your estate.

Business Consulting

$250/hour

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What financial products does WMBC offer?

Each one of our clients is unique. Therefore, we use an array of financial products to create a portfolio that best supports your Wealth Plan.

  • Mutual Funds
  • Stocks
  • ETFs
  • Bonds, CDs, and other Fixed Income
  • Alternative Investments
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
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How do I get started?

Our process begins with you. The first step to getting started is to have an initial meeting with an advisor. During this complimentary meeting, your advisor will give you an introduction to our Human Centric Wealth Planning and gain a top-level understanding of how we can help you.

Once the process is understood and agreed upon, our entire team will work closely with you to ensure you are kept informed for a smooth transition to our management.

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949.829.9622
hello@wmbc.financial