Your advisors shouldn’t exist in silos. In silos, advisors can give overlapping and conflicting advice which is time consuming for you, the client.
YOU
YOU
YOU
YOU
WR Wealth Planning is a well-respected advanced planning firm with a distinct advantage for high-net-worth business owners. We believe that clients should not have to self-navigate across a myriad of financial services providers. At WR, we bring our team of professionals together to create and implement sophisticated strategies encompassing wealth planning, tax mitigation, succession and estate structure, and insurance solutions. Your wealth. Our expertise. One integrated plan.
WR Wealth Planning is a well-respected advanced planning firm with a distinct advantage for high-net-worth business owners. We believe that clients should not have to self-navigate across a myriad of financial services providers. At WR, we bring our team of professionals together to create and implement sophisticated strategies encompassing wealth planning, tax mitigation, succession and estate structure, and insurance solutions. Your wealth. Our expertise. One integrated plan.
Empowering a Diverse Range of Clients to Help Achieve Financial Freedom and Security
At WR Wealth Planning, we specialize in comprehensive wealth management services tailored to meet the unique needs of each client. We leverage our expertise to craft personalized plans that navigate complexities and drive your wealth forward.
My husband and I have had a great experience with WR Wealth Planners. Their knowledge and expertise are top notch and their customer service, when you have questions or concerns with your investments, is even better! Yearly update meetings can be a source of tension for most people, especially when our economy is not doing the best. However, WR Wealth and their team do a wonderful job of outlining all our investments and what they are doing to keep us on track to meet our investment goals in the years to come. I would definitely recommend WR Wealth Planners to anyone searching for an investment firm that truly cares about their clients.
I have had the privilege of working with Gina for several years. When I first started working with Gina my husband and I were newly engaged and Gina guided us through a comprehensive review of our finances, helped us define our goals, and planned for our future. Since then, we have married and welcomed a child. It is crucial for me to have a trusted advisor who supports our growth and investment needs and sits down and explains everything thoroughly to us. Gina excels in this role, making complex financial concepts accessible and manageable. Our portfolio has experienced substantial growth, and I feel confident about both me and my family’s financial future. We consider ourselves fortunate to have Gina’s expertise and guidance.
WR Wealth has a great and friendly staff who helped me get my financial affairs in order. I really enjoy working with them and using their expertise in helping me as a young professional.
These guys are not your cookie cutter financial advisors. If you are with a franchised financial advisor and feel like having a more personal relationship with a smaller firm, these are your guys. Well respected and highly recommended.
I highly recommend WR Wealth Planners! Jared and Taylor are very knowledgeable and helpful. They listen and help you strive to meet your financial goals. Life can throw you random situations that can take you off your financial course but they help you find resolutions and guide you back on track! I have complete confidence in them!
Professional office. Worked with them for a year and a half now, very reliable and honest.
CIC CPRM MLIS
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation has been provided. As a result, clients do not receive any material incentives or benefits for providing testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
Additional information about NewEdge Advisors, LLC, is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report which can be found online at the SEC’s Invesment Advisor Public Disclosure (IAPD) database at www.adviserinfo.sec.gov
2024
The Best of Columbia Award for Best Financial Advisor honors professionals for their expertise, personalized service, and ethical practices, making a positive impact on clients’ financial futures.
2024
WR Wealth has been named to the Citywide RIA 50 Growers Across America 2024, recognizing the fastest-growing RIAs for AUM growth, innovation, and client service. This is their second time receiving this honor.
2022
*The listing of organizations above no way represents or implies an endorsement by or to WR Wealth Planning and/or its representatives. WR Wealth Planning has made a charitable contribution/donation to the organizations listed above and it should be noted these organizations are not clients of WR Wealth Planning. When you link to any of these websites provided here, you are leaving this site. WR Wealth Planning makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving WR Wealth Planning’ website and assume total responsibility and risk for your use of the sites you are linking to.
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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. WR Wealth Planning, LLC’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice.” And “Registration does not imply a certain level of skill or training.”
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
