Overview

WMBC takes a wholistic approach to wealth advising. We start with creating a financial plan and risk analysis. We are currently looking to growth our book of business by acquiring or merging with other firms that consider long term planning and comprehensive planning their strategies.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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