Putting Wellness at The Center of Financial Planning

We are grateful for the opportunity to talk with Will on PracticeLab! His keen sight and ability to engage was refreshing. Thank you, thank you!

At WMBC we believe that wealth is about wellbeing® and that the start of a healthy financial relationship starts with having a practice, or an intentional interaction, with our money. Human Wealth™ is our four-phase practice that cultivates alignment between our client’s state of being and their material resources.

News | February 3, 2021 | WMBC