Individuals and Families
Serving individuals and their families is a key focus for WMI. Our experienced advisors understand all the major issues that individuals and families can face as they trod the path to wealth, as they work to preserve their assets, and as they consider whether and how to transfer wealth to loved ones and cherished institutions.
Our approach involves getting to know you deeply and crafting a detailed and realistic financial plan to help you meet your goals. We work to manage your assets carefully in a manner consistent with your goals and risk tolerance. Because we believe in the family, we look forward to the opportunity to serve not only you but also your close loved ones.