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Our Approach

Our Approach

Our mission is to understand your needs and gain insight into your full financial picture. This enables us to uncover opportunities that those who don't examine finances holistically, often miss.

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Our Services

Our Services

Wondering what impact taxes will have on your financial goals? We offer a full range of investment and financial services and have access to a wide array of solutions.

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Get Started

Get Started

Explore your financial planning needs with us. Fill out the form and open an account today! 

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Who we are

Who we are

Your resource for real-world financial advice. Partnering together, we learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Insights from the W&M Team

Insights from the W&M Team

Keep up to date on the latest financial trends. We want to help you feel confident and secure in all your decisions. Click here to read the latest from our advisors. 

In the News

In the News

Our business is built on providing you tools to build financial security. Stay up to date on the latest information from Willis and Machnik.

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