Investments
WPG Financial is an independent advisory firm that works with thousands of investment options and hundreds of insurance companies. We help our clients build, manage and monitor custom portfolios relative to their time horizon, risk tolerance and goals. After determining the right asset allocation, we are able to sift through the many investment options in the marketplace and build an appropriate portfolio for each situation.
Some of the investments offered include:
| Mutual Funds, Stocks & ETF's |
| Large Cap |
| Mid Cap |
| Small Cap |
| International |
| Bonds (Taxable & Tax Free Muni's) |
| Individual Stocks |
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| Fixed Investments |
| Fixed Annuities |
| CD's |
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| Variable Annuites |
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| Tax Sheltered Cash Value Life Insurance |
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| IRA Rollovers |
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| Alternative Investments |
| Natural Gas Drilling - Atlas Energy |
| Equipment Leasing - ICON |
| REIT (Real Estate Investment Trusts) - Inland |
| 1031 Exchanges - Grubb & Ellis |
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