Who We Are
WPG Financial Group was founded in 2005 as an independent wealth management firm. After years of working for a large financial institution, we realized that we could better serve our clients with a boutique family office approach. We have the resources and capabilities of a large firm, but the personalized attention that only a small firm can offer. At WPG, our relationships are built on trust and our planning is strategic and specialized. As fiduciaries, we take the time to get to know you, before offering advice. Our mission is to simplify the complicated, and provide our clients with financial peace of mind.