Create a Meaningful Life

Wealth planning centered around you.

Wealth is About

Well-being

Modern society pays huge attention to the state of our finances. Maintaining an ever-growing net worth is considered vital for progress and prestige.

However, measuring progress solely in economic terms misses the fact that money is a means to an end, not an end itself. Our Wealth Planning process helps you use money as a tool, without losing focus of the things that really matter: living happy, fulfilling lives.

Making Money is Only

10% of The Story

Research suggests that only a small portion of a meaningful life is attributable to external conditions like income and location – perhaps 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.

Therefore, creating a meaningful life is less about how much you have, and more about who you are and what you do.

Our Planning Process is Simple

Wealth Plans are created from over 40 years of experience, and the latest research in well-being science. Our Wealth Plans explore areas such as: investment management, estate planning, taxation, retirement, life insurance, special family needs and more.

DEFINE MEANING

We use the Dynamic Model of Well-being and your Well-being Number to understand who you are and what you value.

EXPLORE RESOURCES

We take a look at your personal and financial resources to determine your Net Worth and Risk Number.

INTERACTIVE PLANNING

Together we fine tune the details of your plan, and define your Wealth Index Number.

IMPLEMENT PLAN

We deliver your Wealth Plan and map out implementation.

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 amount of assets managed. Basic retirement planning is included if you have assets under management.

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 complementary meeting, your advisor will help you find your risk number and discuss the best program that fits your needs. Our Well-being process typically takes a total of 6-8 weeks to complete.

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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