Our Approach
Our approach to financial planning starts with building a 360-degree view of your current situation and goals for the future before building a roadmap to pursue them.
Our Services
Complete wealth management requires that we address financial matters ranging from retirement planning and investment management to planning for life’s transitions and mitigating risks.
Get Started
Every family, every business has unique financial needs. Our financial planning process will help you build a solid financial foundation, and once you’re ready to get started, begin here to open an account online
Who we are
We’re committed to being your partner and providing support for life’s unexpected scenarios – whenever they might occur. Even after your financial plan is in place, our team is available for custom consultations any time you want to discuss a financial need, concern, or opportunity.
Insights from the W&M Team
Stay up to date on financial news and get tax-smart money management tips on our Insights page. Our advisors and guest contributors share content here to help you feel confident in your financial decisions.
Forbes Finance Council
Our financial professionals have knowledge and know-how they share with media outlets across the country. Check out Dan Machnik’s regular guest articles on Forbes.com.
Financial Advice from a Fellow Business Owner
Businesses have varied financial needs. They also have tremendous tax-saving opportunities. Our services to support business owners extend far beyond merely establishing retirement plans. As business owners ourselves, we can help protect your company from risks, improve efficiency and cash flow, or even serve as your concierge CFO.